Financial Planning: Do You Have A Will in Place?
June 17, 2024
Without a will or trust, the state chooses how your estate is divided and who will take care of your minor children.
Without a will or trust, the state chooses how your estate is divided and who will take care of your minor children.
Most investors believe that the cornerstone of an investment portfolio is based upon researching individual stocks and actively trading them.
Business owners and independent contractors have unique opportunities and challenges when it comes to their personal financial planning.
In the final installment of our Evidence-Based Investment Insights Series, let’s review the key take-home messages from each installment.
Arguably, the most significant factor in your evidence-based investment strategy is the human factor.
Your financial goals are the lead for your financial plans. Poor planning is unlikely to take you where you want to go.
Continued research has helped us identify additional market factors at play, with additional potential premiums.
Grounding your investment strategy in rational methodology strengthens your ability to stay on course toward your financial goals.
In the final installment of our ‘Bringing Order to Your Investment Universe’ Series, let’s talk about optimizing your organized investments.
It is easier to stick with your investment selections if you use a rational methodology such as evidence-based investing.
Impact Advisors Group is proud to announce that Jon Bock, Certified Public Accountant and Personal Financial Specialist, has joined our team!
In the second installment of our ‘Bringing Order to Your Investment Universe’ Series, let’s talk about transitions and taxes.
Investing requires an understanding of how to build a diversified portfolio to more effectively capture long-term global market returns.
The more wealth you accumulate, the more chaotic your assets and accounts can become. That is why being financially organized is paramount.
Diversifying is not perfectly predictable, but it offers a blanket of coverage for capturing random market returns where and when they occur.