The Gift of Financial Success
Time is the greatest money-making asset you can possess. The earlier you start investing, the easier it is to ensure a lifetime of financial success. Parents and grandparents, there may be an opportunity to give the gift of financial success to your young adult family members while also enjoying estate and tax planning benefits for yourselves.
The Future is Uncertain. Better to Prepare than Predict.
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
The Curse of Short-Termism | Financial Perspectives
Why is short-termism a curse for investors? How can you overcome it by focusing on the big picture? This week, Kent Kramer explains how to avoid the pitfalls of recency bias and market noise.
The Corporate Transparency Act is Here: What you Need to Know
Several frequently asked questions regarding the CTA and its new reporting requirements that will impact millions of business entities and, more specifically, their owners.
The Challenge of Entering a Bull Market
A Q&A with Senior Lead Advisor, Phil Kruzan.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Should I Invest in Bitcoin?
Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.
Setting the Stage for Financial Health Early In Your Career
Earning your first paycheck is an undeniably exciting time. But do you know what to do with your pay? With three key steps, you can build good financial habits early.
Set It and Don’t Forget It
Sequence of Return Risk
September 4, 2020 Financial Perspectives
1:00 - In the News: Record Budget Deficits, Employment Improves, Back to School, Markets Give Up Some Gains
3:00 - Investing "FOMO" - Fear of Missing Out
7:26 - Predictable Mistake: Chasing Top Performers
September 27th, 2021 Financial Perspectives
September 21, 2020 Financial Perspectives
0:51 - In the News: Dr. Fauci, Employment, September Markets
4:18 - Which party would be better for markets and the economy?
4:45 - How would taxes change under each administration?
6:48 - 2021: What will have the most impact?