An often under-emphasized topic within comprehensive financial planning and wealth management is risk management through appropriately placed insurance, property, and casualty insurance (or “P&C”) in particular. However, it is paramount that individuals protect their assets while on their “wealth journey”, so that any number of unforeseen events or catastrophes do not set them back significantly.
Is it a “stock market” or a “market of stocks”? And does it matter? Through the years the capital markets have exhibited eras defined by various behaviors and characteristics. These can be both interesting and, more importantly, helpful in deciphering where opportunities may lie. This old question of a “stock market” or “market of stocks” provides interesting context for today’s equity markets.
Springtime – ‘Tis the season that we all find ourselves taking inventory of the to-dos or projects on the home front for the upcoming year, but also reflecting on our financial lives from the previous year. Many of us have that one spot in our home that accumulates assorted financial documents, and we find ourselves doing our “annual spring cleaning” to pull everything together to forward on to our tax professionals. This presents investors a great opportunity to check in on their portfolio, make any course corrections, or realign investment allocations to align with your updated financial goals.
Pathfinder Worksheet: Master List of Goals 2021 Setting goals is a key ingredient for effective financial planning and investing. This checklist might help you think about your own situation.
A question we often hear from clients is: How much cash is too much cash? This article shares a few easy steps to answering the question.
Buy the rumor, sell the news”. Like many popular sayings that persist overtime, this one is also hard to prove true or wrong.
Tax Season 2020 Tax time is right around the corner and we thought these Pathfinder worksheets might be helpful as you prepare or review your returns.
A DAF is a financial account offered by certain organizations that allows donors to make charitable contributions that align with their tax planning, while granting funds to charities of their choice over time.
Pathfinder Worksheet: Charitable Giving If you are giving charitably, or planning to do so, check out this educational worksheet to help think through your options and the related tax considerations. 2867-0321
When markets rise rapidly, investors typically break into two groups: the “momentum will continue” group versus the “too much, too fast” group. And following 2020’s event-driven hit to the global economy, a disruption unlike anything we have seen during this era, it’s an especially difficult environment for assessing the future. If the cause was unprecedented, will the rules apply to the response?