Your Financial Fresh Start: 12 Resolutions in 12 Months Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Here [...]
A Path to Setting and Reaching Your 2023 Goals What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy that comes with a new year of possibilities. Here’s a clearer path [...]
New Year, New Goals: Your Countdown to Financial Health For many people, a new year provides a new start—and nothing says "new start" like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your buck over the next year? [...]
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, [...]
CONNECT WITH BOB