While You Were Sleeping
Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different.
Don’t Mix FOMO with Home Buying
For most Americans, their house is their most significant asset. But it’s also the most personal one. There's a lot of emotion inside those four walls. If you want to buy your first or next home, it’s crucial to have a game plan going into it. Here are a few principles to consider when it comes to buying a home.
Making the Most of a Bear Market
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
The Advantages of 529 Plan Educational Funding
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
Your Legacy Can Be More Than Money
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
Webinar: Navigating Elder Care
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
Making Time
Retirement Planning Through a Crisis
Saving for a Rainy Day
According to a 2020 Federal Reserve study, 36% of American adults do not have enough cash to cover a $400 unexpected expense1. While the opposite 64% say they DO have enough, that still leaves around 90 million American adults unable to handle a modest money disruption in their lives.
Is Leasing Right for You?
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
Five Ideas for Year-end Charitable Tax Savings
Five ideas for integrating your finances and your philanthropy.
Fitch Downgrade: A Closer Look | Financial Perspectives
Fitch downgraded US government debt from its pristine AAA rating to one notch lower at AA+. While this news may raise some eyebrows, it is essential to keep it in perspective. This week, Matt Moklestad and Michael Westphal have a conversation about its implications and the necessity of diversification.
A Look Under the Hood of a Bond Fund | Financial Perspectives
How is COVID-19 Impacting Real Estate Investment Trusts?
How have real estate investments been impacted by the coronavirus pandemic and subsequent global lockdown?