1) The ability to prioritize goals and easily model strategies for reaching them. 2) Easily show the impact that decisions will have on your Family Office members financial picture. 3) Able to automatically monitor and track changes in your Family Office financial needs. 4) Able to easily gather relevant analytics […]
If I believe the media a recession is imminent because of a global trade war. Ooops. Global Trade has never been better balanced and more free. Trade war not in effect is the truth. Our top 4 trading partners are in order – Mexico, Canada, China and Japan. First, the […]
Initial public offerings (IPOs) often attract media and investor attention. New Dimensional research reveals some of the challenges IPO investors face. Check out this interesting article from Dimensional Funds. Link below. https://us.dimensional.com/perspectives/ipos-profiles-are-high-what-about-returns
Check out this article from the Chief Economists at First Trust Advisors.
Fascinating report on the practical benefits of meditating – Here’s a report I think you’ll really enjoy. It’s all about how meditation can help you gain clarity and make better decisions—ones that can help enhance your productivity and increase your happiness. And as you’ll see, getting started and staying with […]
If you’ve heard of a Roth 401(k), you may be wondering how different it really is from a traditional 401(k). While these two types of 401(k) accounts have some similarities, they also have some pretty huge differences. Understanding the difference between a traditional 401(k) and Roth 401(k) is important. Access […]
Social Security Administration is a vital resource and it includes fun stuff like…the most popular baby names…when you visit feel free to be sure your online access is in good order. Click link below for more! https://www.ssa.gov/oact/babynames/
Instilling in children good attitudes about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is something you should consider doing from a very early age, especially since it is rarely taught in schools. Click below for more info.
Investors may be tempted to extrapolate recent returns into the future, which can lead them to abandon their investment philosophy at potentially inopportune times. While negative outcomes are disappointing, investors should view them with the proper perspective and stay the course. Click below for more info.
This is the big question. The answer can be very complex, but this article where Marlena Lee offers her views is a great start. Click below for more.