We are honored to be named as a top performing RIA firm across the country according to Charles Schwab’s independent benchmarking study. Our President and CEO, Jessica Kmetty, was asked to present to 1,300 Schwab advisors on best practices for RIA firms during the 2022 RIA Benchmarking Study webcast.
By Marc C. Shaffer
While financial market volatility can be stressful for people of all ages, the implications of a bear market generally mean different things for different life stages.
Preparing for retirement is not entirely financial.
Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag.
Here are some non-monetary factors to consider as you prepare for your retirement.
Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned that their preconceptions and biases may color their financial choices.
In a battle between the facts & biases, our biases may win, especially when we don’t realize we have them. If we acknowledge this tendency, we may be able to avoid making unexamined choices when it comes to personal finance. It may actually “pay” to recognize blind spots and biases with investing.
Here are some common examples of bias creeping into our financial lives.
Rare collectibles can provide an entertaining form of alternative “investment,” and might seem particularly intriguing when markets are wobblier than Aunt Gertrude’s jello salad. Comic books can sell for millions of dollars, for example, depending on their rarity and condition. We’ve seen a copy of Detective Comics #27 (the first appearance of Batman) sell at $1.5 million.
High inflation has been on everyone’s mind, and you may be wondering what you can do to take action.
By Marc Shaffer
I’ve heard many young couples say their life is too simple for financial planning. They think planning is something they’ll get around to when they’re older and thinking about retirement. Have you ever felt this way? This mentality could be keeping you from building a strong financial foundation for your future.
By Michael J. Searcy
Let’s talk about succession planning… As much as any business owner might want to lead their company forever, the need for an “exit strategy” is essential. Its value is clear for the current owner, for current and future team members, and the individuals, families and businesses the company serves.
By Ryan Brooke
The topic of Bitcoin and other cryptocurrencies has come up more recently in meetings with clients, friends and family who want to know, “what is all the buzz about?”
Retirement can hit you like a brick wall if you let it. Without any planning and envisioning of your ideal retirement, you might be thrust into a new phase of life that leaves you feeling uneasy and unneeded. However, if you take some time to envision what an ideal retirement looks like to you, you may be much better prepared for this new phase of life. If you are nearing retirement, think about these questions:
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