5 Podcasts for Business Owners Listening to podcasts is like having a personal coach or mentor for your business. Whether you’re looking for advice, creative ideas, or motivation, they can be a great help in reaching your goals. The podcasting industry is booming right now. Check out the growth since 2019: Year Global Listeners 2019 [...]
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 [...]
Riches to Rags: Poor Money Choices of 5 Celebs An increase in assets doesn’t come with an increase in financial acumen. Financial Literacy Month is a great time for us all to expand our knowledge. It’s also a great time to raise awareness of the many scams, frauds, or predatory lending practices that affect too [...]
Answering Your Kids Toughest Money Questions Kids ask tough questions about money. It’s how they learn. As a parent, these are teachable moments that offer a chance to impart some financial wisdom to them. Start by asking them questions for clarification. After all, "Why does a lawyer always answer a question with a question?" Answer: [...]
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, you [...]
Silicon Valley Bank (SVB) Info: Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the largest by assets since Washington Mutual failed in 2008. Prior to the latest distress, [...]
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 for [...]
Begin Investing While Young There’s a simple word that has profound implications for savings and investing: compounding. Like a snowball that grows as it rolls down a hill, compounding provides the potential for your money to grow, reinvesting your investment earnings. It is a basic model for growth [...]
Investing for the Future For years, you’ve diligently invested in your retirement portfolio, accumulating wealth that you hope will sustain you throughout your Golden Years. To help see that your assets are sufficient to help you support your lifestyle standards, there are important steps that you can take. [...]
Outlook 2021 December 3, 2020 Dear Valued Investor: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Areas of the economy have been damaged and may never fully recover, but other [...]
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