WHAT IT MEANS TO LIVE BELOW YOUR MEANS

WHAT IT MEANS TO LIVE BELOW YOUR MEANS

STRAIGHT TALK ON SAVINGS ​John Brennan, the CEO and Chairman of the Vanguard Group and one of SmartMoney’s most influential individuals in investing, wrote a book in 2002 that was meant to serve as a guideline for careful budgeting and successful investing. In this budgeting and investment guide, Straight Talk on Investing, Jack Brennan sums up his philosophy[…]

Family Office 101: Estate Plans and the Law

Family Office 101: Estate Plans and the Law

Family Office 101: Estate Plans and the Law What is a Family Office? ​Family offices are private firms which offer full-service investment management options, primarily to Ultra-High-Net-Worth Individuals (UHNWIs). Family offices vary from some other financial planning and investment management firms in that they typically offer extra financial services that an Ultra-High-Net-Worth family may need,[…]

Millennial Survival Guide: How to Budget for Financial Solidarity

Millennial Survival Guide: How to Budget for Financial Solidarity

As the final flocks of millennials hang up their graduation robes and join the working world, their starting financial positions are more than a little disheartening.  Right from the start, graduates are being thrusted into real-life tasks such as acquiring housing, healthcare, and childcare, all while paying off their ever-daunting student loans, which have more than[…]

Beach Reading for this Summer: A Random Walk Down Wall Street: The Case for Passive Investment

Beach Reading for this Summer: A Random Walk Down Wall Street: The Case for Passive Investment

A Random Walk Down Wall Street: The Case for Passive Investment  Burton Malkiel is a renowned economist and writer, serving as both the Chief Investment Officer at Wealthfront and the Chemical Bank Chairman’s Professor of Economics at Princeton University. However, if you recognize his name, it’s likely due to his book A Random Walk Down[…]

Is Warren’s Student Debt Plan Feasible?

Is Warren’s Student Debt Plan Feasible?

Student Debt Legislation  Both young adults with burdensome student loan debt and current university students struggling to pay the bills have likely heard of how Elizabeth Warren, Massachusetts Senator and candidate for the Democratic ticket of the 2020 presidential election, intends to introduce new legislation that would eliminate some portion of the student loan debt plaguing[…]

Finance 101: How to manage your money while drowning in student debt

Finance 101: How to manage your money while drowning in student debt

Student Debt Legislation  Both young adults with burdensome student loan debt and current university students struggling to pay the bills have likely heard of how Elizabeth Warren, Massachusetts Senator and candidate for the Democratic ticket of the 2020 presidential election, intends to introduce new legislation that would eliminate some portion of the student loan debt plaguing[…]

Long-Term Diversification Trumps a Volatile Market: Here’s Why

Long-Term Diversification Trumps a Volatile Market: Here’s Why

Trump’s Tariffs and Market Volatility             In recent weeks, President Donald Trump has exacerbated the global trade war by threatening to impose a 5% tariff on all goods imported from Mexico on top of the tariffs already being imposed on merchandise from China. While President Trump’s tariffs are designed to harm the economies of China and Mexico,[…]

ETF Tax Advantages

ETF Tax Advantages

One of the primary purposes of financial planning is to maximize wealth through income by minimizing tax payments. By utilizing tax-efficient investment alternatives, financial planners can help bring in a larger proportion of the returns that you deserve from your investments. In a world where there are many different investment opportunities, ETFs offer investors a[…]