Financial Articles

Family Vacation Homes: How to Preserve the Memories without Disrupting the Peace

July 31, 2020

Family vacation homes present unique challenges for families deciding what happens with those homes in the future. If the home has been a long-standing gathering place for relaxation and enjoyment, with the cultivation of memories at that site becoming a true family tradition, it might grip some family members with strong emotional attachments.

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Looking at the Past for Future Perspective

June 26, 2020

While the bear market earlier this year may have had little historical precedent given the nature of the COVID-19 pandemic, investors may find it helpful to review recent market developments against past bear markets and subsequent recoveries to gain insights and longer-term perspective.

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What Happens in March Stays in March

May 8, 2020

After an incredibly volatile and severe drawdown in March, most markets rebounded in April and recovered some first quarter losses.

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Asset Location

May 8, 2020

As the old adage goes for real estate, “location, location, location”. The same can be said for the importance of where certain asset classes are held in an investment portfolio.

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Considerations for Alternative Asset Investors

May 8, 2020

Uncertainty surrounding the magnitude of the COVID-19 outbreak coupled with a strong selloff in crude oil prices and energy-related companies have pushed global stocks into bear market territory. It, followed by a historic spike in the unemployment rate, raises the likelihood of a global recession.

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Navigating Retirement

May 8, 2020

Of the many challenges facing retirees, establishing an investment portfolio that yields enough income you won’t outlive is paramount.

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The Right Answer for Portfolio Management

June 5, 2019

Debates continue about the best way to manage an investment portfolio. Regardless of one’s investment preference, here are convincing arguments for diversification (both active and passive approaches) as well as concentrated strategies.

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Preserving Family Relationships while Preserving Family Wealth

March 25, 2019

Families usually want to preserve the wealth that they have accumulated and do what they can to ensure it will be used wisely. Sometimes that focus can overwhelm efforts to achieve another important goal: preserving family relationships. We rarely hear about successful family estate and wealth planning; the horror stories of famous, fabulously wealthy families, though, are told, retold, dissected, and held up as cautionary tales. Here are a few ideas families can consider to help keep the peace.

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Five Features of a Healthy 401(K) Plan

August 7, 2018

Many companies offer 401(k) retirement plans as a valuable incentive to recruit and retain the best talent. Other companies offer 401(k) plans from a place of parental responsibility to encourage their employees to save for their own retirement. Since 401(k) plans vary greatly, you might wonder whether your company plan is competitive and doing what it should to encourage retirement savings. The following five discussion points will help you understand if your 401(k) is holding up well against other plans.

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