Factor investing is an investment approach that involves targeting quantifiable firm characteristics or “factors” that can explain differences in stock returns. Over the last fifty years, academic research has identified hundreds of factors that impact stock returns. The following three resources provide varying degrees of depth into this topic. Check them out below: If you find the […]
Read. Listen. Watch.Times of crisis can bring with them unpredictability. We are all likely experiencing a change in our financial holdings, whether due to layoffs, reduced hours or wages, or through increased expenses as we navigate this current situation. We’ve put together some resources that will hopefully provide some financial solace and guidance as we enter […]
As much has changed since our last newsletter out, we are deviating from our typical format to bring some tips in how to respond financially to our current state of affairs with regard to covid-19. We all need to take this one day at a time and handle the ebbs and flows as they come. If you […]
Interest rates are at historic lows right now, due to two factors that have not happened at the same time in the past: low interest rates and low credit risk. This combination (see more in “watch” below) is enough to encourage you to consider refinancing whatever debt you may have, be it a mortgage, student loans, […]
Retirement saving and planning: If you have made prudent financial choices that will allow you to retire early (early meaning before age 59 1/2), what sort of plan should you employ for taking advantage of those retirement accounts without losing some of the valuable money you’ve set aside? See below for some well-thought-out perspectives: If you find […]
Happy New Year! Instead of a newsletter highlighting all.the.new.year’s.resolutions, I’d rather like to highlight the following three resources, focused on avoiding bad financial mistakes: If you find the information provided valuable, please pass this email along to your family and friends! Better yet, recommend them to subscribe to this monthly newsletter by signing up on our website! You […]
This time of year is ripe with busyness. You might ask yourself, “How can I slow down when I have to go to A, B, and C or get X, Y, and Z?” In a bit of a different reflection for December than what you may typically be bombarded with in the consumeristic marketplace, consider leisure and contentment, […]
Purchasing a car, buying a house, and funding college are three of life’s great expenses. In this month’s newsletter I want to focus on the financial aspects of your automobile and what you should consider when making that purchase. Enjoy these four resources: If you find the information provided valuable, please pass this email along to your […]
Talking about money and finances can be vulnerable. In a 2017 study, nearly 2/3 of Americans stated they would rather talk about their weight than their finances. But finances and its planning does not have to be hard–working with a financial planner can provide the peace of mind that you doing the right things with the money […]
As we approach the back-to-school frenzy that is typical in the month of August, I am focusing on the value of education for this newsletter. As we work with young professionals with growing families, we always want to implement a great plan that will help them reach their financial goals. As part of that plan, we want to assess the […]