Where Am I Going? Financial Literacy Tips for Young Adults
Have you ever tried to use a GPS without entering an address? Try typing “I don’t know where I want to go” in the Google Maps search bar. You will most likely get results saying something like, “No results found on Google Maps.” Apparently, a GPS requires a destination before it will give you directions.…
Read MoreBeing a Wise Steward of an Inheritance
Inheriting wealth can change your life dramatically. Are you prepared to steward those resources wisely and responsibly? Brian Cochran and Cole Leonida discuss ways individuals can better prepare their family members for a lifetime of healthy money habits, and how young people can ready themselves for the future.
Read MoreAnnual Portfolio Rebalancing
Nobody knows what the future holds. This is true in many aspects of life, but it seems especially true for investing. Markets fluctuate, and there is no one investment style that always performs well in any given year. From one year to the next, investment account performance is often seemingly random. Big-picture financial trends can…
Read More7 Year-End Planning Tips for Down Markets
This has been a year of economic challenges in many ways, from down-trending markets to persistent inflation. An aggressive Federal Reserve and the ripple effects of the midterm election season have added complexity to the financial outlook this year as well. But even challenging conditions can produce opportunities, and there are ways to make the…
Read MoreThe Wealth Effect
When people feel rich, they spend more. But the effect doesn’t last. Remember when the government mailed us checks? Or perhaps you recall the day when the direct deposit stimulus payment hit your bank account? COVID was raging, businesses were forced to close their doors, and fear was everywhere. Yet, for many Americans, it was…
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