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Assessing Your Cyber Health
If cyber threats are more prevalent than ever, why is cyber health still such a low priority for most clients? Cyber risks threaten every financial asset! Over the past two decades, cybercrime has increased 17-fold, is up more than 600% since the onset of COVID, and...
Health & Wealth
How do you think about your health in relation to your wealth? While both are important, they are challenging to address simultaneously. But can’t we all agree that health and wealth aren't mutually exclusive? Solid physical health enhances your “health span.” This...
To Roth or Not To Roth?
Myth or Fact: My income tax rate will be lower in retirement. While difficult to predict with certainty, more and more factors are siding toward MYTH. Why? Tax Rates We are experiencing the lowest tax rates in the US due to the Tax Cuts & Jobs Act, which will...
Do You Have A Home Country Bias?
What’s a home country bias? In general, home country bias leads investors to focus on assets with which they are familiar due to geography rather than what may be attractive and appropriate for their portfolios. This bias doesn't just stop at countries - investors...
Hawkish Pause…Now What?
What does a hawkish pause mean for YOU? At the June meeting, the Fed decided to hit pause on rate hikes after more than a year of rapid monetary policy tightening. Since last March, the Fed raised rates ten times from zero to 5%, making this the second-fastest rate...
Why Do Annuities Get a Bad Rap?
Annuities have a bad reputation, but is it warranted? Annuity types vary, but the most common are: Fixed Annuities pay out a specific amount to the payee. Variable Annuities are precisely that – payments vary based on the underlying portfolio’s returns. Indexed...
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