Month: December 2021

Even people who think they’ve ticked off all of the usual boxes on their estate-planning to-do lists may have overlooked an increasingly important component of the process: ensuring the proper management and orderly transfer of their digital assets. Just as traditional estate-planning relates to the management and transfer of financial accounts and hard assets, digital…

You’ve worked hard, you’ve done a good job on saving, you invested wisely, and you managed your spending well. You have a good financial plan working, and now you have money (or other assets) to share. Now you’re wondering who to share with and how!A lot of people do not donate money during their life…

Have you ever received a gift you didn’t actually want?  Well, investors got just such a gift recently – the kind nobody wants.  I’m not talking about an ugly sweater or a pair of socks.  I’m referring to a new bout of market volatility, just in time for the holidays.   (Quick recap in case you haven’t…

In my 34 years as an investment advisor, I’ve watched investors make a lot of mistakes. Part of it is the lack of knowledge. But the most common reason is as humans, we are prone to behavioral errors. People can be over confident of their skills, which could lead to excessive risk taking. To help…