Blog
Blog
Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More
We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
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The Importance Of A Financial Plan
Published by Daniel Morrison, Wealth Advisor Life can be chaotic when you don’t have a plan of action. Would you agree? When you consider life events outside of your normal routine, like that thing you might have heard of, the coronavirus, not having a plan makes it infinitely harder to do what’s best for you and your family. A financial plan is essentially putting all the details about your financial life in one place, including your savings, debt, assets and investments, life insurance, and other elements that apply to your financial situation. (1) This allows you to fall back...read the full article
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How To Prepare For An Unexpected Death
Published by Mark Ring, Wealth Advisor We always want to be prepared—especially in the midst of hectic times. It’s one thing to stock up on canned goods and toilet paper, but preparing for an unexpected death is quite another. No one wants to think about losing a loved one. And if we avoid even thinking about such a tragedy, of course we also avoid preparing for it financially. However, no matter how sad and uncomfortable this conversation may be, it should still take place. A truly comprehensive financial plan must consider and prepare for losing a loved one. It may...read the full article
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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments
While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.
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Love And Money: Financial Planning Considerations For Couples
Published by Mark Ring, Wealth Advisor It’s often said that the key to a successful relationship is communication. But when it comes to uncomfortable topics, we tend to avoid rather than confront. Can you relate? If you find yourself avoiding the topic of finances with your significant other, you’re not alone! In fact, a couples and money survey revealed that although they understand the importance of discussing it, 26% of Americans turn a blind eye to the issue of finances in their relationship. Since this topic is often loaded with tension, it’s not surprising that money is the primary reason...read the full article
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Answers to 3 Big Questions on Clients’ Minds
I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.
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How Much Risk Is In Your 401(k)?
Published by Daniel Morrison, Wealth Advisor Do you have a 401(k)? Maybe a better question is: Do you know how your 401(k) works? If you’re like 63% of Americans, this common retirement plan completely confuses you. (1) But don’t go sticking your head in the sand! Your retirement and how you save for it are too important to ignore, no matter how complicated it seems. A 401(k) is a valuable and important tool to help you build your retirement nest egg so it’s there when you need it, but like most things, it’s how you use it that matters. And...read the full article
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How a Donor-Advised Fund Can Help Your Charitable Giving
Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:
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How to Use a Trust as a Financial Planning Tool
Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.
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Do You Know Someone Who Needs Our Help?
Published by Ryan Cooley Life doesn’t slow down for anyone, which often means there is plenty of change to keep up with. And when it comes to your money, two things bring some major change. First, the markets can be confusing and natural cycles of volatility can cause ups and downs in your savings. Second, life transitions and milestones, like having a baby or starting a new career, can alter your priorities. And if the impact of these changes is not addressed, they can wreak havoc on your financial plan. A financial review could make a world of difference and...read the full article
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