Wealth Management
As you start to build your savings, you may have extra financial-planning needs including how to invest the money, save on taxes, protect your assets, reach your goals, and pass money to help your children, grandchildren or a charity.
From Me to We: A Guide to Balancing Finances and Independence
Discover how to balance finances and independence in a relationship with practical tips from Akeiva Ellis, CFP®. Learn how to combine finances, set joint goals, create a "fun money" allowance, and maintain autonomy while building a life together.
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Good credit is an important aspect of life’s major decisions: it's required to obtain loans, keep low interest rates on credit cards and purchase a home or car.
Discover key strategies for successful business succession planning. Learn how to value your business, find buyers, and ensure a smooth transition to preserve your legacy.
Celebrate International Women's Day by exploring financial strategies that empower women to build wealth, achieve financial independence, and overcome the wage gap. Learn how to invest, diversify income, and plan for long-term financial growth.
A comprehensive financial plan encompasses all these elements and more. There are many approaches you could take in creating a financial plan, including going solo or consulting with a friend; however, hiring a financial professional who can leverage their expertise and experience is the best way to develop a solid financial strategy best suited to your needs.
How financially disciplined can you be, from a budgeting and an investment standpoint? If you were to simply spend down your lottery winnings in five years or invest poorly and earn a very low or negative return, then you may look back and realize an annuity might have been the better financial choice.
If you’re seeking to use stocks you’ve held onto for a long time for capital tax-loss harvesting, there is an innovative way to do so while incorporating short positions. However, tax-loss harvesting methods often have limitations regarding the amount of capital losses that can be generated in the same tax year as the capital gain income.
The topic of insurance can bring up tough conversations. No one wants to think about the possibility of not being able to take care of ourselves or our dependents. But the path to financial freedom involves both building wealth and preserving wealth.
The study also found that stock price volatility amplified financial news's negative effect on investor returns. When a high-volatility stock replaced the low-volatility stock, the investor group without access to the news generated a return that was double the return of the group with access to the news.
Due to the decreased use of pensions, baby boomers are the first generation in history with the freedom — and responsibility — to fund their own retirement, which could last upwards of 30 years. The question: “How to make one’s money work for them when they are done working for their money?” has never been more important.
Building wealth is a journey laden with challenges, and for Black, Indigenous, People of Color (BIPOC) women, the path can feel like a continuous uphill battle. Working with a financial planner who can understand the historical and systemic barriers that BIPOC women face can be transformational.