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Category Archives: Financial Planning

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You Only Live Once, So Plan Well

Financial Planning, Investments, Market Commentary, News

Since the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. And while everyone should have opportunities to build wealth via the markets, we believe this particular group of rebels are only half-right […]

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Build Your Network and Give Back

Charitable Giving, Financial Planning

If Covid-19 and social justice movements have inspired your charitable side, you might consider approaching philanthropy the same way you would approach a career move. With so many people living and working online these days, there are more opportunities than ever to branch out from your social, personal, and professional contacts to identify areas of […]

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What Makes a Good Life?

Charitable Giving, Financial Planning, Retirement

You have a steady job that pays the bills and puts your abilities to good use. You have loving relationships with your spouse, your children, extended family, and close friends. Your house provides enough space and security. Your golf, hillwalking or bridge gives you a chance to unwind. Your volunteer work improves your community. The […]

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Be Resilient and Gain Personal Momentum Coming Out of the Covid-19 Pandemic Part 2: Growth Through Adversity

Financial Planning, Market Commentary, Retirement

In Part 1 of this series, Dr. Beth Kurland and retired Commander David Sears of the U.S. Navy SEALS shared three habits they believe will help folks build momentum as we – hopefully – continue moving towards the end of quarantine. By focusing on the present, embracing the positive, and leveraging our relationships and routines, […]

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Use Free Time to Think About Retirement

Financial Planning, Retirement

The coronavirus pandemic has forced many older workers to reassess their careers and how they view retirement. Folks who are fortunate enough to be working from home might be coping with a mix of technological hurdles, while also enjoying more family time and more flexible hours. Too many others nearing retirement are facing real financial […]

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We Plan for a Reason

Financial Planning, Market Commentary

We’re still in the early stages of understanding how the coronavirus outbreak will affect global health care and economics for the rest of the year. However, when we look at your most recent financial plan, we can see events that we’ve been anticipating for quite some time: children heading off to university, home upgrades, holidays, […]

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