Life and Death of a Twenty Dollar Bill

How did you learn to manage money and understand the value of investing?  Did your parents relay to you what they knew about money or did you read books on budgeting and investing in figuring it out yourself?

Since President Trump announced his intention to impose tariffs on all countries the stock market has been reacting-based on investor concerns in reaction to the media.

In April 2018 Facebook’s CEO, Mark Zuckerberg’s admittance of Facebook user’s data used by Cambridge Analytica in our last presidential election has caused an emotional reaction in Americans and lawmakers alike.

Despite the fallout to investor’s portfolios, job losses, and the overall downward turn of the American economy during the recession, we have benefitted from relatively low inflation rates.

If you’re considering alternative investments this year, you should thoroughly think through the consequences of investing in some of the most popular ones in the media.

If you are a millennial you may feel like you have a target on your back. Local financial advisors, stockbrokers, bank representatives, CPA firms, and online firms constantly solicit you.

As financial advisors, many times we are asked by clients what they should invest in.  It’s not always an easy answer, because our answer to clients depends on many things.

Happy Graduation! Time to Repay Your College Loans Graduating from college is an exciting time for many, and can signal the start of student loan repayment. If you are a recent graduate, it’s possible you had a co-signer on your student loan.

Free Download: The Wealth Advisor Volume 11, Issue 6 In This Issue: What to do with a confusing, old trust. How to know if you have an outdated trust. Quality estate planning is an ongoing process.

Teaching Your Child to Save (and Spend) For those parents that are teaching your children to save, you are providing your children with a priceless lesson.  Those children that are taught to save are more likely to save as adults.

Now that the title of this article has grabbed your attention, is there a ‘bad’ or ‘good’ time to invest? Is there a ‘science’ to timing the stock market?

In recent years many large employers have offered former employees who are not yet at retirement age the option to take a pension buyout.