Benefits of the Right Amount of Active Management
For years, the debate has been whether active or passive management investing was ideal. The last 3 weeks have changed a lot of perceptions on this topic. We explained why in a recent article, and you can get your copy now. https://bit.ly/2wYzBgw
Pro Vs. Self-Managed
In 2018, the S&P 500 was down -4.38% and the average investor lost -9.42%. (DALBAR) Emotional decision-making was a major factor, and we explored this topic in a recent article here. bit.ly/2Zmo1Vu
Thriving in the Gig Economy
Approximately 57 million Americans participate in the gig economy. While the gig economy has been around forever, the number of freelancers has increased exponentially. The need for these freelancers and side hustlers to save for retirement is greater than ever. Check out our new piece where we examine 4 critical areas of personal finance that should be a focus for freelancers looking to get ahead. http://bit.ly/2L0puN0
Women & Investing
Women investors face special challenges that make financial literacy and advanced planning especially important. For example, women are more likely to outlive their husbands or have divorce disproportionately affect them, making long-term financial strategies especially critical. Grab a copy of our new resource for women who are seeking perspectives on how to take control of their financial lives. We hope you’ll share it with the women in your life http://bit.ly/womenandinvesting
How Cannabis Can Make You Feel Good About Your Investments
Legal in 31 states and Canada for medicinal purposes and 10 states and DC for recreation, cannabis is peaking interest for potential growth and investment opportunity. With growing acceptance, this is no longer a societal fad, but a paradigm shift. http://bit.ly/Cannabis_ETF
The Proust Questionnaire Journey Continues with Christopher Much
Christopher Much steps up to the Proust Questionnaire plate today, giving us some visibility into what makes him tick. Did you know that when he’s not crunching numbers and consulting with clients, Chris throws on a Gi and can be found studying the art of jiu-jitsu? Meet Chris. http://bit.ly/cts_proust2
Empower Your Future
Today, fewer than 1 in 4 employees have a pension – and that number is falling. Social security is changing too, as the retirement age to receive full benefits rises. Younger generations can no longer rely only on the system for retirement savings. It’s up to you to provide for yourself, and to prepare to do so sooner rather than later. Grab a copy of our latest article to learn how to build a thoughtful savings and investing plan for today and for the future. http://bit.ly/empower_you_future
Blockchain: An Everyday Thing?
Imagine a world where contracts are embedded in digital code and stored in transparent, shared databases – protected from deletion, tampering, and revision. A world where patient information is communicated between healthcare providers to save lives, rather than jeopardize privacy. A place where individuals, organizations, machines, and algorithms can freely interact with one another with little friction. These are the immense possibilities of blockchain and its potential to upend the way we manage data and information across verticals, on a global scale. http://bit.ly/2Jl8BNh
Investment Gaps & Overlaps
By the age of 50, the average person will have 11.9 jobs. Along the way, you may collect smaller retirement plan accounts at your previous employers. However, as a group, these accounts may amount to one of your largest assets. Are you allowing these assets to go unmanaged? Consolidating them under the watchful eye of a trusted financial guide just may be the answer. http://bit.ly/2LmJ1Fa
Active Management: A Potential Cure for the Volatility Blues?
Even when markets seem to be steadily climbing, investors can find it difficult to maintain the discipline required to stick with a long-term investment plan. When markets become volatile, that discipline can be even more challenging. Is there a better to preserve your assets during these times of heightened market volatility and help you feel more comfortable looking to the horizon? Grab our new article – http://bit.ly/2HnyzPk
