Retirement Success and Your 401(k)
For National Retirement Security Month, we checked in with our advisors for their best advice on reaching retirement savings goals. Their top tips boil down to a couple of simple yet often overlooked actions for employees and employers: Deferral rates Most people...
Top Two Tips for Staying Safe Online
Spoiler alert – start using a password manager and enable multi-factor authentication. That’s it, that’s the whole blog post. If you’ve been meaning to do those things for a while, now is the time and today is the day. A reputable password manager (like Dashlane,...
Profitability for Dummies
Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize. 1992 was a good year. The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...
Personal Cost-Saving Ideas
The current pandemic is causing people to think about their finances now more than ever. With rising layoffs and pay cuts, we are now being advised to prioritize our needs. This could be an excellent time to look for ways to save money. If you’re wondering where to...
Preparing Your Child For Financial Independence
What’s important to you? For some people, it may be a nice car. For others, it may be spending time with family or going on a nice vacation. You prioritize your spending even if you may not realize it. You prioritize when you make decisions about where you can splurge...
We’re All in this Together – Let’s Give Back!
I am the wife of an essential worker, the daughter of an essential worker, the sister of an essential worker, a mother of two children under the age of three and committed to a firm that I view as family. These past few weeks have been hard, but the support and sense...
Some Things Don’t Change – Scammers and COVID-19
In times of uncertainty, there’s a comfort to the familiar and expected. The smell of coffee in the morning, your favorite shirt or pair of pants, the view out your window. Unfortunately, the familiar scammers trying to take advantage of current events is continuing...
The CARES Act **Updated**
Listen to a related podcast featuring Karl Schwartz here as he talks about the SECURE and CARES Acts. The recently-passed $2.2 trillion CARES Act is packed with provisions aimed at providing much-needed relief to individuals and small businesses who have been...
Wellness Tips for a Stressful Time
During this volatile time in the markets, I found this message, sent to patients at Stanford to be really helpful. It also has some practical ideas. Stay healthy and I hope you find this useful. Clari Mindfulness Platforms like Calm and Headspace have made content...
