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.
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.
In his latest quarterly review, Larry Swedroe tallies up how 2019’s “sure thing” market and financial forecasts have fared through the year’s halfway point. At the start of 2019, I compiled a list of predictions that so-called financial gurus had made for the upcoming year, along with some items I heard frequently from investors, for a consensus …Read More.
Been there, done that on vacation? Get out of the bubble, Tim Maurer writes, and organize a trip that expands your mental, physical and spiritual horizons through the pursuit of adventure and acts of service. Been there, done that. You’ve visited the tropics, the mountains, the lake. You’ve sailed on a cruise and made the …Read More.
It’s tough to prepare for your financial future when you don’t know what you don’t know. Wealth Advisor Sue Stevens looks at some foundational planning questions to consider by decade. When a new client comes to our office for the first time, we typically start by asking “How can we help?” Starting a relationship with …Read More.
Don’t allow relatively short periods of performance to influence long-term investment strategies. Larry Swedroe looks at how home-country bias and recency can imperil proper international diversification. I’ve been getting lots of questions about the benefits of international diversification. The questions are variations of “Why do I want to own these poorly performing investments that also …Read More.
Wealth Advisor Jarrett Simpson looks at why retirement savers who greet Social Security with too much cynicism or ignore it completely may be selling the program, and their financial plan, short. When the subject of Social Security comes up during retirement planning conversations, both younger and older investors often greet it with a healthy dose …Read More.
Sick of your job? Should you simply retire? Wealth Advisor Connie Brezik looks at some of the issues, financial and otherwise, with using retirement as a way to resolve workplace angst. Recently, the “I want to retire” mantra seems to be an ever more common theme. I am even hearing a greater number of people …Read More.