Estate Plan

Why is an estate plan important and how it ties into Financial Planning

It’s a common misconception that you need to be extremely wealthy to have an estate plan. That’s not the case—it’s a good idea for everyone with assets to prioritize estate planning. If you’re…


Stock

Can Tech Stocks Keep Going Up?

The pandemic taught us a lot about the vulnerability of our world. It reminded us that our reality is more fragile than we think and that things can change without warning. However, it also gave us…


Pros and Cons of Retiring Outside the United States

  As the time comes to close your laptop and put away your slacks and pressed shirts, an important decision needs to be made. Where are you going to retire?  There are benefits and drawbacks to…


Investments

Best Investments for a High Inflation Period

  There are many factors that affect the value of your returns as an investor, one of which is inflation. Investing your money strategically during periods of inflation can help you keep your…


Federal Reserve

What does the Federal Reserve do? - How does the rate change affect me?

What Does the Federal Reserve Do?   You’ve likely heard about the Federal Reserve on news reports and in conversations about finances with friends, colleagues, or advisors. That being said, if…


What Is an Expense Ratio and How Does It Affect Investors? 

What is an expense ratio? How does affect me as an investor? How do Mutual Funds and ETFs differe in expense ratios and trading capabilities (like a stock or days end)

What Is an Expense Ratio and How Does It Affect Investors?    Funds have operating and administrative expenses, and these come out of that fund’s assets. A fund’s expense ratio represents how…


Infamous Black Swan Events in the Recent Past

What is a Black Swan Event and what were they over the last 50 years

Infamous Black Swan Events in the Recent Past   In the world of finance and investing, a ‘black swan event’ is an unplanned and unpredictable event that has far-reaching and often disastrous…


Attract Top Talent With These Employee Benefits

Attract Top Talent With These Employee Benefits

  When potential employees are looking for jobs, one of the most important drivers of interest in a particular position or company is the benefits that go along with it. To attract the highest…


How To Talk About Money With Your Kids

How to Talk About Money With Your Kids

  When is the best time to talk to your kids about money? Right now! No matter their age, you can talk to your kids about finances to give them a good foundation for their future. You can…