This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Not much has changed, and we still feel this way. Yes, there will be pullbacks, corrections, and scary headlines alo …
Millennials are poised to inherit approximately $41 trillion from their Baby Boomer parents over the next 40 years. The result will be the single largest intergenerational wealth transfer in human history. Many older clients, however, are beginning to voice growing concerns over the financi …
There is a lot of bad advice out there for women, financial and otherwise. My heart breaks for the women in my office in their late 50’s that are facing a divorce and have no idea where their assets are or even what they have. Or, for the 25 year old with $100,000 in student …
The first step to goals-based planning is to sit back, relax and day-dream. Or, break out a bottle of wine and sit with your partner and just talk about what you see your life looking like in the future. Ask yourself, “What is it that I really want?”
Published by Paul West Do you remember when your parents forced you to do something you didn’t want to do? Go to a museum; take a long Sunday drive to see where they grew up; etc. It seemed painful then; however, if you could have the chance, wouldn’t you not blink an eye if asked …
The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio. The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours sco …
Once upon a time, I walked into an educational institution wearing cargo shorts and carrying a pen, one hundred dollars and a whole lot of excitement. Four years later, I walked across a stage carrying a diploma, intelligence, confidence and a whole lot of debt. Many people lie in bed each …
