How Market Cycles Can Impact Retirement
Markets go up. Markets go down. But no one can predict when, how, why, or for how long. Ups and downs are par for the investing course, but market cycles can have a greater impact on those nearing or in retirement than those in their accumulation years. That’s because...
Is the 60/40 Portfolio Allocation too Risky Now?
For over seven decades, the 60/40 portfolio allocation has been the stalwart strategy of retirement planners with a high degree of success until recently. More recently, the tried and true portfolio mix has come under pressure, mounting uncharacteristic losses that...
How Rising Interest Rates Could Impact Your Finances
As expected, the Federal Reserve is holding firm to its policy of hiking short-term rates in an effort to cool inflationary pressures. Generally, these small, incremental rate increases don’t immediately impact consumers. The fed rate is the rate the Treasury charges...
Protect Your Inheritance. Enhance Your Life.
Whether it is expected or unforeseen, receiving an inheritance can be life-changing. Regrettably, it’s not always in a good way. That’s because the reality is that many folks struggle to preserve what they’ve inherited in such a way that enhances their life over both...
The True Cost of Scaling Your Business
Growth is essential for a business. Not only is it a critical measure of success, but it’s also vital to a business’s survival. Businesses that are not constantly striving for growth risk being overrun by competition or becoming irrelevant in the face of changing...
Inflation: Trouble for the Economy?
Of all the fears investors have faced over the past 30 years, high inflation wasn’t among them. In 2021, that’s changed. Today, the biggest questions for investors revolve around inflation: How high will it go and how long will it last? Is it “transitory” as the...
The World and Investing in 2030
The world in 2030 may seem a long way off, but as investors it’s important to spend some time thinking about the distant future. Imagining life in 2030 is not a hypothetical. In the portfolios we manage, the average holding period is about eight years, so we’re living...
Be Empowered: Why Women Should Learn About Finances
Consider this scenario of a couple. Jane is a successful surgeon who makes good money. Her husband, John, comes from an affluent family and has considerable wealth to his name, but all of it is held in a trust. The couple, for many years, lives off Jane’s salary...
Retirement Account Tax Changes for 2021
Every year brings new tax rules and updates, so it's important to take a quick look at retirement tax changes for 2021. Find out about possible tax increases. Manage your tax liability by using your retirement accounts and other tax deductions. Tax Changes for...
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