This week’s top reads include articles with insightful information—you will be better equipped for market volatility, retirement, and business leadership for having read them. In the personal finance section, Morgan Housel packs in-depth information on efficiency and conservation into one fantastic article, Cullen Roche explains how patient investors are doing Read more…
The theme of this week’s top reads is giving, whether you are transferring wealth and assets to your heirs or giving back professionally. In the personal finance section, Lisa Brown shares how to plan your estate distribution depending on the age of your heirs, Chris Taylor talks about the $68 Read more…
This week’s top reads are all about how to avoid mistakes and minimize uncertainty. In the personal finance section, Philip Detlefs shares common investment mistakes, Travis Shepherd helps us get excited about retirement by creating a detailed plan, and Christine Benz gives us a calendar breakdown of what tax-code changes Read more…
This is the last article of a six part series to help simplify your search for a financial advisor. Our fifth installment discussed 5 Key Areas to Consider When You Interview Potential Advisors “Robo-advisors” are online investing platforms that provide automated portfolio management services based on algorithms that combine your Read more…
This is the fifth part of a six part series to help simplify your search for a financial advisor. Our fourth installment discussed What Should I Consider When Looking for a Fiduciary? Once you’ve narrowed down a few financial advisors that you’re interested in, its time to get to know Read more…
This week’s top reads collection has something for everyone – from startups to retirement planning. In the personal finance section, Michael F Kay shares how asking good questions can help us work through the bugs in our financial lives, Andreas Coombes shares interesting study results about retirement, and Ben Carlson Read more…
This is the fourth part of a six part series to help simplify your search for a financial advisor. Our third installment discussed What Types of Financial Advisor Fees Should I Be Aware of? So you’re ready! You’ve thought through if you need a financial advisor and you know a Read more…
There are many great lessons and thought provoking articles in this week’s set of top reads. In the personal finance section, Ben Carlson unpacks how tiny improvements can make a big impact on our savings accounts, Nick Maggiulli shares four lessons from Leonardo da Vinci that we can apply to Read more…
This is the third part of a six part series to help simplify your search for a financial advisor. Our second installment discussed I Need a Financial Advisor – What’s Next? When you start looking for a financial advisor, one of your first questions will almost definitely be, “How much Read more…
This week’s top reads are about the guiding principles behind financial decisions. In the personal finance section, Tadas Viskanta of Abnormal Returns discusses the importance of a written investment plan, The Accumulator shares why you need to define your investment goals, and a Forbes article outlines the most common mistakes Read more…
This is the second part of a six part series to help simplify your search for a financial advisor. Our first article discussed When Do You Need a Financial Advisor? There are several different factors to consider when you’re looking for a financial advisor. To focus your search, start by Read more…
This week’s top reads are all about staying in the game – with your finances and in your career. In the personal finance section: Tony Isola talks about the importance of staying in your investing lane after a recent market drop, Ben Carlson uses a basketball analogy to help you Read more…
So you’ve been thinking about your finances or investing some money, but you’re not quite sure what to do. One of the options you might be considering is working with a financial advisor. But how do you know if that’s the right call? If you say “yes” to any of Read more…
When you’re looking for the right financial advisor, it’s important to find someone you’re comfortable with and can trust. After all, you’ll be counting on them to manage your money and give you sound advice! Over the next several weeks we will walk you through how you can simplify your Read more…
This week’s top reads are primarily focused on the role of behavioral economics in our financial lives. In the Personal Finance section, David Gal dives into the reasons the field of behavioral economics has become so popular, Robin Powell interviews Greg Davies on overoptimism and overconfidence and their impact on Read more…
If your husband just passed away, you might be lost for what do next, especially when it comes to your personal finances. The big question you might have in your mind is whether you have enough to live on. “Nobody is thinking about that until an altering event happens,” says Read more…
This week’s top reads articles have a sharp focus on the realities of retiring. In the personal finance section, Bob Seawright discusses the importance of listening to our loved ones’ financial advice as we age, Jeff Bush shares how to transition mentally into the retirement phase of your life, and Read more…
Starting the homebuying process can be like taking a crash course in a different language, especially if you’ve never bought before. There are so many unique variables and possibilities, it’s almost impossible to have a complete grasp on the intricacies of the real estate industry as a whole. Thankfully, you Read more…
This week’s top reads are all about purposeful spending and saving your money mindfully. In the personal finance section, Blair duQuesnay encourages us to evaluate whether we are spending purposefully and in such a way that brings us joy. Michael Kitces talks about how to save for retirement when there Read more…
“What makes money different for LGBTQ people than for everyone else?” This is a common question we get when talking with the general population about money. The fundamentals of money are the same for everyone, regardless of sexual orientation or gender identity. It’s the same for men and women. Money’s Read more…
A few weeks ago, Aretha Franklin died. Her passing made headlines, as the Queen of Soul had only recently been diagnosed with cancer. Her death only became news because she left behind no will, despite having millions in assets and multiple children. Last year, Prince died, also without a will. Read more…
This week’s top reads articles are all about challenges and strategies to help you work through them. In the personal finance section: Carl Richards provides three ways you can protect your most valuable investment, Tim Maurer suggests 10 places to put your extra dollars and Mark Miller shares data from Read more…
Most investors know that financial advisors can do more than just help them populate and manage an investment portfolio in preparation for retirement, set up estate plans, and value your assets and risks. But it’s often not until a client mentions a strange situation they’re in that they learn just Read more…
With even the youngest Baby Boomers entering their mid-fifties and the oldest entering their mid-seventies, Baby Boomer retirement is a popular topic in financial circles today. However, for the Baby Boomers who are LGBT, retirement often looks different than the picture of that straight, white couple walking their golden retriever Read more…