COVID-19: Where we are and where we are headed

Posted by & filed under Financial Planning, Investments, Personal finance.

Unprecedented. A virtually nationwide lockdown to mitigate the ongoing spread of disease. The inability to be anywhere near one another for fear of transmitting the virus. The astronomically negative impact on our healthcare system. The gut punch to the U.S. economy and the global marketplace. Yes, most everything at this present moment is aptly described Read More

What’s moving the markets?

Posted by & filed under Investments, Personal finance.

Pandemic causes economic freefall. The markets are responding to the rippling effects caused by the continued spread of COVID-19. The broadening self-distancing and containment efforts of major global economies are having a profound impact on all levels of commerce. The economy has ground to a halt at the local, state and federal levels here in the Read More

COVID-19: Economic uncertainty and the emotional toll

Posted by & filed under Financial Planning, Personal finance.

How quickly things can change. The past few weeks have been unprecedented. The health crisis of COVID-19 has permeated our daily lives and will continue to do so for the foreseeable future. This abrupt transformation is creating drastic economic uncertainty. Investors are revaluing what the next 12-18 months look like for companies and their earnings. Most Read More

The tipping point: When hiring a financial advisor makes sense (and when it doesn’t)

Posted by & filed under Financial Planning, Investments, Personal finance.

People often waver on when to hire a financial advisor. Culling through the plethora of general financial and investment advice on Google may do the trick for years. Chatting with close friend and family circles can be helpful. Yet there still may be an underlying hesitation, fear, confusion, or lack of confidence on how to Read More

Financial infidelity: When money secrets wreak havoc on your relationship

Posted by & filed under Personal finance.

Ever kept a financial secret from your partner? Hidden debts, undercover bank accounts, secret credit cards, high risk investments – they’re more common than you might think. Actually, the statistics are pretty grim. Financial infidelity occurs in roughly 40% of American relationships. Considering money woes are one of the top reasons for divorce, facing these Read More

Multigenerational living: Tidying up your finances before the in-laws move in

Posted by & filed under Financial Planning, Personal finance.

Multigenerational living in the U.S. is becoming quite a trend. While culturally mainstream in countries across the globe, American extended families have shied away from living under one roof for decades. But those societal norms are rapidly changing. Why? Because household sharing has lots of benefits for everyone involved. From cost of living to childcare Read More