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Wealth Management

13 Dec Avoiding the Money Pitfalls of Past Generations

Posted at 16:49h in Financial Planning, Investment Strategy, Retirement Planning, Wealth Management by Jamie Nast 1 Comment

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Take these financial lessons to heart. Provided by Kevin Nast You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin. How much do you save...

15 Nov Will Debt Spoil Too Many Retirements?

Posted at 11:05h in Investment News, Wealth Management, Women and Finances by Jamie Nast 0 Comments

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What pre-retirees owe could compromise their future quality of life. The key points of retirement planning are easily stated. Start saving and investing early in life. Save and invest consistently. Avoid drawing down your savings along the way. Another possible point for that list: pay off...

23 Aug Having the Money Talk with Your Children

Posted at 12:00h in Financial Planning, Investment Strategy, Wealth Management by Jamie Nast 0 Comments

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How much financial knowledge do they have? Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn money lessons by paying, to reference William...

19 Jul WHAT DO YOUR CHILDREN KNOW ABOUT BUILDING WEALTH?

Posted at 07:53h in Investment Strategy, Wealth Management by Jamie Nast 0 Comments

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What would you like to have known at 18, 25, or 35? When you were 20 or 25, what was your level of financial literacy? What did you think of when the nightly news mentioned Wall Street or the Federal Reserve? Did you even care about...

14 May FROM WEALTH ACCUMULATION TO WEALTH PRESERVATION

Posted at 16:46h in Retirement Planning, Wealth Management by Jamie Nast 0 Comments

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A retirement transition might call for a shift in your investment approach. Time passes … and priorities change. When you approach retirement, your investment mindset may have to be modified. If you are in your thirties or forties, the goal is accumulation – investing and saving...

27 Jan The Restless Investor

Posted at 16:30h in Financial Advisors, Financial Planning, Wealth Management by Luke 0 Comments

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When it comes to your investments, do you have the patience to reap long-term rewards? “But it looks so good!” When you hear about a new stock becoming available, are you enticed by its promise? Do you suddenly feel compelled to run right out and buy shares?...

29 Dec Holiday Wrap-Up

Posted at 16:15h in Investment News, Wealth Management by Luke 0 Comments

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A look back at 2016 thus far The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald...

16 Dec Could You Improve Your Personal Finances Today?

Posted at 16:40h in Financial Advice, Financial Advisors, Wealth Management by Luke 0 Comments

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Simple decisions & new habits might lead you toward a better financial future. In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here are some simple choices you could make that may...

12 Aug When a Windfall Comes Your Way. What do you do with big money?

Posted at 17:59h in Wealth Management by Kevin Nast 0 Comments

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A first-world problem, and nothing more? Not quite. Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you resolve anxieties about funding your retirement or your children’s college educations, and newfound financial freedom can lead to time freedom...

07 Aug Donating Highly Appreciated Stock. It can give you a tax break. It can give a charity a tax break in the future.

Posted at 10:28h in Financial Advice, Investment Strategy, Wealth Management by Kevin Nast 0 Comments

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Why sell shares when you can gift them? If you have appreciated stocks in your portfolio (and you hold them in a non-qualified account that doesn’t get special tax treatment), then you might want to consider donating those shares to charity rather than selling them...

Wealth Management

13 Dec Avoiding the Money Pitfalls of Past Generations

15 Nov Will Debt Spoil Too Many Retirements?

23 Aug Having the Money Talk with Your Children

19 Jul WHAT DO YOUR CHILDREN KNOW ABOUT BUILDING WEALTH?

14 May FROM WEALTH ACCUMULATION TO WEALTH PRESERVATION

27 Jan The Restless Investor

29 Dec Holiday Wrap-Up

16 Dec Could You Improve Your Personal Finances Today?

12 Aug When a Windfall Comes Your Way. What do you do with big money?

07 Aug Donating Highly Appreciated Stock. It can give you a tax break. It can give a charity a tax break in the future.

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