Asset Allocation is the process of dividing a portfolio’s assets into investment classes based on the investment objectives of the investor. While this concept is fundamental to building a portfolio for the short- and long-term, there are alternative approaches to get there. Are you or your advisors adhering to the optimal approach?
Boost efficiency and purchase safely with these 7 popular payments app.
Since inflation is heating up, we break down the recent data to give you a picture of where the inflation currently resides. We want to know if this is pandemic-induced shortages or stimulus-induced increases in the root causes of inflation.
Should I pay off debt as I approach retirement? It’s not an easy question, and you should consider both financial and non-financial aspects. Debt, if done right, can indeed be an arrow in the quiver as one enters retirement.
When it comes to staying healthy and wealthy in retirement, it takes a multi-pronged approach, including reviewing your health insurance options, using a H.S.A. strategically, and staying active. Also, don’t fail to plan ahead for the phases of retirement – taking action before a crisis hits is important.
This blog has some practical travel and budgeting tips that will help folks start making up for lost vacation time without throwing off their 2021 financial plan.
There are plenty of options for 55+ communities in the Southeast. One of the most important things to remember is to focus on what is important to you whether that might be playing golf, hiking, fishing, shopping, or getting involved in groups/activities. And of course, location is very important too. The 55+ years are what many refer to as “the best years of your life” so choose a place that promotes whatever your definition of “the best years of your life” is.
In this installment in our series on Evidence-Based Investing Insights, we talk about how diversification can smooth out the bumpy ride of owning a few stocks. You will see how difficult it can be to pick winners and how diversification can reduce the pain of owning stocks that are losing value.
