Analyzing the First 100 Days
April 30th marked Joe Biden’s 100th day as Commander in Chief. What policies are impacting investment markets, and how might these policies influence your financial plan in 2021? We shared some of our thoughts in a recent article. https://bit.ly/3gD9wIt
What’s Your Number?
Most people will spend 30, 40, or even 50 years working toward retirement, putting a little away each month so that they can enjoy their golden years. But when it comes to retirement savings, how much is enough? There are a few key steps to the process, and we shared our thinking in a recent resource. https://bit.ly/3lhpSW4
A Historical Look at Elections Campaigns
As we approach the 2020 election, we’ve been getting questions about what we expect to happen on November 3rd, and how the election will impact investment markets. We offer a non-partisan, historical outlook concerning what might happen in November and how we are thinking about these items from the perspective of wealth management. Take a look here https://bit.ly/35q1U6A.
Understanding Your Tolerance for Market Risk
March of 2020 was a good reminder that market risk can’t be taken lightly. Have you ever had your tolerance for market risk measured? If you haven’t, now may be a good time. Take a look at our recent article that explains why https://bit.ly/31fQkau.
Benefits of the Right Amount of Active Management
For years, the debate has been whether active or passive management investing was ideal. The last 3 weeks have changed a lot of perceptions on this topic. We explained why in a recent article, and you can get your copy now. https://bit.ly/2wYzBgw
Pro Vs. Self-Managed
In 2018, the S&P 500 was down -4.38% and the average investor lost -9.42%. (DALBAR) Emotional decision-making was a major factor, and we explored this topic in a recent article here. bit.ly/2Zmo1Vu
Thriving in the Gig Economy
Approximately 57 million Americans participate in the gig economy. While the gig economy has been around forever, the number of freelancers has increased exponentially. The need for these freelancers and side hustlers to save for retirement is greater than ever. Check out our new piece where we examine 4 critical areas of personal finance that should be a focus for freelancers looking to get ahead. http://bit.ly/2L0puN0
Women & Investing
Women investors face special challenges that make financial literacy and advanced planning especially important. For example, women are more likely to outlive their husbands or have divorce disproportionately affect them, making long-term financial strategies especially critical. Grab a copy of our new resource for women who are seeking perspectives on how to take control of their financial lives. We hope you’ll share it with the women in your life http://bit.ly/womenandinvesting
How Cannabis Can Make You Feel Good About Your Investments
Legal in 31 states and Canada for medicinal purposes and 10 states and DC for recreation, cannabis is peaking interest for potential growth and investment opportunity. With growing acceptance, this is no longer a societal fad, but a paradigm shift. http://bit.ly/Cannabis_ETF
The Proust Questionnaire Journey Continues with Christopher Much
Christopher Much steps up to the Proust Questionnaire plate today, giving us some visibility into what makes him tick. Did you know that when he’s not crunching numbers and consulting with clients, Chris throws on a Gi and can be found studying the art of jiu-jitsu? Meet Chris. http://bit.ly/cts_proust2
