Many would-be investors don’t understand the basics of Investments 101. In a way, the process of spending a little money to make more money is a lot like magic: $100 goes into the top hat, and with a wave of the wand, $1,000 comes back out. Most of us need a money magician, aka a […]
Balancing Finances and Family: Good Intentions, Bad Behaviors After another 12-hour day at work, Julie was disgusted and dismayed when she walked into her kitchen to start pulling dinner together. As she approached the kitchen, she saw broken potato chips around the garbage bin and the chocolate syrup bottle on the counter, swimming in a […]
The Gold Standard Skittish Baby Boomers and their financial advisors seeking retirement investments that might act as a shock absorber to their portfolios during volatile times are increasingly turning to the age-old fallback plan: Gold investments. This enduring asset class once again appears to be a standby option for those made nervous because of heightened […]
Financial Transitions when Mom Has Money For many, it is a common dream: a peaceful retirement after years of hard work providing for your family. It is the iconic American Dream to work and then to pass along the fruits of your labor to the next generation. But as lovely as this image may feel, […]
Supporting Longevity in the Long Term People are living longer than ever before in history. Thanks to advancements in health care and an ever-increasing focus on wellness, many are living long enough to watch their great-grandchildren grow up. While this is great news, it means that people now need more funds than they ever anticipated […]
Bias is Bias, for You and for Them The past several decades have produced countless articles on the topic of “behavioral finance.” But what exactly is behavioral finance? This little-known field examines how people make decisions with their money. It identifies things like patterns of incorrect thinking and predictable mistakes. Most authors writing about behavioral […]
Why Social Media Marketing? Originally seen as a fad, social media marketing is now an integral component of 21st century business. Is your business on board? You need to look no further than America’s most successful companies and social media itself for proof. According to research from University of Massachusetts Dartmouth, 97% of the Fortune 500 use […]
The Protection Racket Equifax, Experian and TransUnion don’t have your back. I’ve been trying to come up with some new business ideas. It’s really hard, though. Technology is changing so fast, you know? Well, I finally came up with a good one. I’m going to start my own security firm. I’m going to install burglar […]
Ready for retirement and looking for rollover IRA ideas? Check out these six ways private equity plays an important role in today’s retirement planning.
The financial transition is understandably overwhelming — especially during a time of personal transformation, such as dealing with divorce or remarriage.