Investing • Category.

Understanding the 3 Financial Planning Stages Category: Investing

Understanding the 3 Financial Planning StagesWe all go through different stages of life. Whether it’s dying our hair pink or moving to a new city, these stages represent different phases. As each stage inevitably ends, a new one opens up. It’s the accumulation of these stages that turns us into the people we are today.

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Is DIY Wealth Management a Good Idea? Category: Investing

Source: PexelsWith so many resources out there thanks to the Internet, doing things yourself has never been easier. Click a couple of links, and you can learn how to change a tire and cook like Gordon Ramsey (not at the same time, of course). Our digital database is more comprehensive than ever before, so our depth of knowledge has grown significantly, too.

That said, this doesn’t mean we’re suddenly experts in everything.

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I Don’t Own Many Assets, Do I Still Need an Estate Plan? Category: Investing

Estate PlanListen, there’s plenty of people out there who don’t own a sprawling mansion with a private helicopter. Come to think of it, there’s probably a lot more people without those things than with them. The idea that you need to own a big house and have large retirement savings to build an estate plan couldn’t be further from the truth.

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Measuring the Performance of Your Investments Category: Investing

PerformanceInvesting is a bit like getting a fresh haircut. When you first get one, you feel like you’re on top of the world. You’ve done your homework and picked the perfect style for you. Over time, however, your hair starts to grow and get a little wild. If you leave it too long without regular maintenance or follow-up cuts — it can get downright messy.

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Why Your Business Needs a Succession Plan Category: Investing

SuccessionIn business, everybody moves on at some point in time. Whether it’s due to retirement, new opportunity, or someone passing away, leaders can change in a hurry. If there’s no strategy in place to account for when this inevitable change happens — things can get messy.

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