August is National “Make a Will” month. This is an annual reminder to create or update your will and it’s a great way to bring awareness. Wills are important documents, for estate-planning, to allow your assets to transfer smoothly to your heirs. Without a will or named beneficiaries your heirs, instead of gliding through probate, may find themselves in a probate nightmare.
The investment landscape is complicated. If you need assistance making sense of your investments, we’re here to help.
Now is a good time to revisit some basics of personal financial planning... Let's dive in!
Ryan will look at a Bear Market example and provide a little insight into the various strategies that can be explored to navigate these conditions.
Many investment strategies are based on a model for financial markets called Modern Portfolio theory. The idea is that market participants are rational actors who operate within a particular framework. The last few decades have seen a new theory emerge, one built on behavioral finance. Let us look at each!
To answer that question, let’s begin with a common question we hear from people, “How do I compare to others in my preparedness for retirement?"... Let's dive a little deeper...