Is Your Portfolio Tailored to Fit Your Needs, or Just ‘Off-The-Rack’?
It’s College Planning Time. Are Your Finances Ready?
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
It’s Gotten Better – Expect it to Continue | Financial Perspectives (In a Minute)
Coming off the Thanksgiving holiday, are you feeling optimistic? If you are an investor, you've likely answered the question with a "yes." This week, Kent Kramer explains why long-term optimism is justifiable in a world filled with bad news.
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
January 11, 2021 Financial Perspectives
January 25, 2021 Financial Perspectives
January 29, 2021 Financial Perspectives
Preparing Your Heirs for the Great Wealth Transfer
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Preparing Your Own Tax Return: Is It Worth It?
Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.
Prioritize Your Financial Goals
The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.
Psychology and Wealth
The different ways people react to and treat wealth and finances is fascinating. Although not everyone can be put in a box, there are five main personality types when it comes to psychology and wealth: Neuroticism/Emotional Stability, Conscientiousness, Agreeableness, Extraversion, and Openness.
Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
Q1 Wrap Up: Ukraine, Inflation, Interest Rates | Financial Perspectives
Raising Kids, Lowering Taxes
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
Rates, Prices and Inventory: The Entire Housing Market Explained in About Two Minutes
The unprecedented relationship between a breakneck rise in home prices, a tripling in interest rates and historically low inventory levels have painted a landscape in housing that’s never been seen before in history. It’s a cautionary tale for some, and a once-in-a-generation opportunity for others, depending on your perspective. Let’s dive in.
Recent Market Volatility: Coronavirus Worries Are Only Part of the Story
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.