Got goals? Wealth Advisor Connie Brezik looks at a practical way to remove obstacles, solve problems, and find peace in 2020. By Connie Brezik As you start 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you …Read More.
Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. By Connie Brezik Old habits are hard to break. You may have been raised in a household where …Read More.
So pleased to see The Wall Street Journal recognize the latest work from Larry Swedroe and Kevin Grogan as a must-read for its insights on financial health and well-being in retirement. So pleased to see The Wall Street Journal recognize the latest work from Larry Swedroe and Kevin Grogan as a must-read for its insights …Read More.
Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. By Tim Maurer Estate planning is one of the most technical—and terrifying—topics in the broad practice of …Read More.
Elliot Dole covers some foundation aspects of legacy planning, which often being with defining common values and shared beliefs. By Elliot Dole Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to …Read More.
Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan. By Kurt Wunderlich Today’s young professionals often begin their careers staring at a mountain of …Read More.
Any duffer can hit a hole-in-one with enough luck. But, as Wealth Advisor Doug Buchan writes, being a scratch golfer – like being a scratch investor – requires patience in the winning strategy and the discipline to play your game. By Doug Buchan Here’s a quick tutorial for nongolfers; the rest of you skip to …Read More.
The way that conventional wisdom treats stocks, bonds, and the risk they entail can be problematic. Wealth Advisor Doug Buchan explains why, in financial planning, sometimes the almost right word simply won’t do. By Doug Buchan Mark Twain once wrote, “The difference between the almost right word and the right word is really a large matter. ‘Tis the difference …Read More.
Do you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn’t either. By Larry Swedroe Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis …Read More.
Marriage means saying “I do” to a shared financial life. To help you and your future spouse get on the same page regarding where you stand, Associate Wealth Advisor Kurt Wunderlich lays out what to cover in a frank and open conversation about money. Marriage, it turns out, is even more than hefty emotional commitment, …Read More.