I Bonds Pay Almost 10%, What’s the Catch?
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
How Will You Pay for Long-Term Care?
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
Donuts, Toast, and Other Life-Changing Decisions
Life is full of choices. We make thousands of them each day, from the very first moment we wake up. Some are small and relatively easy to make, like what to eat for breakfast. Some choices are much larger and take much more effort to consider.
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.
Don’t Let Creditors Crack Your Nest Egg
Don’t Leave Your Last Round to Chance
I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.
Don’t Borrow from Your Future Self
While each person has different long-term goals, a common future desire that exists for most people is retirement. There's a day coming when you won't want to, or can’t, work anymore, and your income will need to be replaced. This is a huge “future self” liability that has to be considered.
Doing the Extraordinary | Financial Perspectives (In a Minute)
Sometimes we look at the extraordinary things that people are doing with their money and we wonder, "How?" This week, Jason Brown shares a simple framework that might help answer that question.
Doing the Extraordinary | Financial Perspectives
Sometimes we look at the extraordinary things that people are doing with their money and we wonder, "How?" This week, Jason Brown shares a simple framework that might help answer that question.
Does Your Workplace Cultivate a Championship Team?
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
Does War in Israel Mean Market Meltdown? | Financial Perspectives (In a Minute)
It is hard to escape the news of war in Israel. And it is not unusual for investors to wonder about possible impacts the war may have on markets. This week, Kent Kramer analyzes returns of foreign and US stock markets during years when Israel has been at war.
Does Cash Look Better Than Stocks? | Financial Perspectives (In a Minute)
With interest rates as high as they've been in 15 years, some are asking, "Are stocks necessary, or even advisable, for investments today?" This week, Kent Kramer looks at how cash vs stocks have performed over the years and shares important lessons learned.
Doctors Overlook These Five Contract Areas at Their Own Peril
Five key areas doctors need to carefully evaluate in their contract. Overlooking “The Big Five” can have major financial and professional consequences.