Countdown To Investing in the New Year: 10 Questions To Ask Yourself If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans. 10. What's My Investment Timeline? Not every investment [...]
Doing Good, Feeling Good: Ways to Give Back We all know the feeling of giving a gift so special and perfect that it’s better than any gift you could ever receive. There is something inherently powerful about giving, and, while right now might be prime time for gift-giving, there are a lot of other ways [...]
A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health [...]
Growth Stocks vs. Value Stocks Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing a diversified portfolio that aims to manage risk, it can help to think of stocks as falling into one of two categories: growth stocks [...]
Get to Know Your Risk Tolerance When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to get a handle on, especially since it can be determined in large part by your emotions and how well [...]
The Advantages of a Family Trust Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep your assets private, minimize taxes, and ensure that your wealth is distributed according to your wishes. Family trusts tend to be most appropriate [...]
Understanding Mutual Funds, Index Funds, and ETFs It’s common knowledge that investing in mutual funds, index funds, or exchange-traded funds (ETFs) can help build a diversified portfolio. These funds hold diverse baskets of securities, including stocks, bonds and other assets from real estate to derivatives. By investing your money in a variety of investments, [...]
An Introduction to Bond Ladders Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with any investment, bonds are subject to a certain amount of risk. Interest rate risk, for one, is the possibility that interest rates will rise after an [...]
Family Wealth Transfer Planning: Keeping It In The Family Through Generational Giving What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the [...]
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