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Stablecoins Explained
If you are thinking of investing in one of these coins, it's probably safest to stay with one backed by a fiat currency or commodity. Unfortunately, the lack of regulation in this space means there is no way to know if a stablecoin is actually backed by anything.
Are We Headed For a Recession? Were We In a Recession? Does it Matter?
After the Federal Reserve began raising its Federal Funds discount rate, the headlines predictably shifted to guess whether these actions would cause an economic slowdown and a recession.
Market Jitters - Don’t Panic!
As equity and fixed income assets across the globe decline in unison, it is imperative to tune out the noise of day-to-day headlines and remain committed to the strategy of a personalized financial plan.
Are You Protecting Your Identity?
Identity theft and online scams are becoming more prevalent. As a result, consumers need to remain vigilant of the personal information shared and stored via online accounts.
Avoid These Scams While Traveling
One thing we can do to safeguard ourselves when traveling is to look for scams and scammers that frequently prey on those who roam the globe seeking adventure.
Transitioning Wealth to the Next Generation
To successfully transition wealth to the next generation, it takes open communication between G2 and G3, agreed-upon family financial values, and perspective on where it all began.
Amidst Bond Market Carnage - Any Opportunities?
High yield, investment grade, long-term, and intermediate bonds have taken large hits. Only short-term and adjustable-rate bonds have largely escaped the carnage. So what is happening to the bond market, and what should you do?
Stock Buybacks – Legitimate Use of Corporate Cash
Like everything in life, the issue of stock buybacks is not necessarily clear-cut. If done correctly, they can be a helpful tool for management teams, benefiting companies and shareholders alike.
Give your Portfolio a Boost: Diversify During Cyclical Markets
Cyclical markets can be unsettling: increased market swings and volatility can scare even the most seasoned of investors. But these market cycles can be used to your advantage. Jonathan explains how to make the market cycles work to your portfolio’s benefit.
2021 Tax Filing got you Down?
Having high taxable income sounds and feels great until tax time. Know that short and long-term capital losses can offset long-term capital gains.
A Life Well-Lived: How to Enjoy Your Todays While Investing for Your Tomorrows
Money does not buy happiness, but I believe that it can buy peace of mind. One way your money can do so is through an emergency fund. Having that box checked gave me permission to live a little.
Ditch the Documents!
Proactively managing your mail and documentation delivery methods will save you time and help better organize your records. Identifying which documents to keep versus those you can safely toss, and throwing away those that you can, will also help.