Mastering Longevity: Financial Planning Strategies for Your Health and Your Wealth

By |2024-02-02T19:16:20-08:00February 2nd, 2024|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

The so-called “sandwich generation” is squished between their aging parents and adult children, like a piece of lettuce. That’s how some are now referring to Gen Xers (born roughly between 1965 and 1980). Between work demands, running a home, and responsibilities to both your parents and your children, midlife is often a time of [Read More]

Q4 2023 Summary – Grim economic forecasts successfully thwarted in 2023

By |2024-01-31T14:07:40-08:00January 29th, 2024|Uncategorized|

Macroeconomic Environment The most widely predicted recession in recent history did not materialize in 2023. In late 2022, 85% of economists polled by the Financial Times predicted a recession in 2023. Consumers were also gloomy, affected by post-pandemic blues and worries over rising inflation, especially gas and food prices, and stagnating wages. In 1Q23, [Read More]

What really matters in the economy and markets from the fourth quarter of 2023

By |2024-02-13T14:16:04-08:00January 24th, 2024|Blog|

News vs. noise Stock and bond markets came out better than expected in 2023 despite rate hikes, wars and collapsed banks, the chance of recession is dropping but still exists, markets may be more tepid in 2024, bonds got a boost at the end of the year. That and more in this quarter’s Quarterly [Read More]

Smart spending policy for endowments: How to avoid corpus erosion and fulfill your fiduciary responsibility

By |2023-12-19T18:55:46-08:00December 17th, 2023|Blog, Fiduciary|

Endowment fiduciaries are amazing people, sharing their time, and often financial resources, for the benefit of a larger goal for their communities. Many endowment committees of funds under $100 million, and especially under $50 million, however, are not fully optimizing their outcomes.  This can be due to gaps in their fiduciary, spending policy or [Read More]

Solo success: how to thrive financially as an independent woman

By |2023-12-04T12:36:24-08:00December 4th, 2023|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

Are you one of the many accomplished solo women out there, thriving and conquering life on your own terms? Navigating the financial landscape on your own can feel daunting, but with a tailored approach, it also leads to exciting opportunities. “Solo” may include women with or without children, widows, divorcees, and women who’ve never [Read More]

The cash conundrum: Interest rates and long-term investments

By |2023-11-09T11:45:09-08:00November 7th, 2023|Blog|

As the Federal Reserve hikes interest rates ten times to a notable 5.25% in just over a year, holding cash is generating a lot of buzz. Many view cash as the safe haven, especially when money market funds and similar instruments offer returns over 5% annually with minimal volatility. While these returns are enticing, [Read More]

What really matters in the economy and markets from the third quarter of 2023

By |2023-10-26T09:57:47-07:00October 26th, 2023|Blog|

News vs. noise Fed rate hikes were expected but now paused, markets have been bumpy, a bond boost is on the horizon when rates drop, some say the chance of a recession is going down, and too many people still use low-rate cash vehicles. That and more in this quarter’s Quarterly Context webinar …Watch [Read More]

Securing your wealth: the crucial role of a fiduciary advisor in midlife and beyond

By |2023-11-15T16:39:49-08:00October 20th, 2023|Blog, Business Owners, Fiduciary, Investment Management, Investor behavior, Personal Wealth|

If someone asked you if your advisor is a true fiduciary, putting your interest above all else, do you know the real answer? Try asking that question to people you care about, and you might be surprised how many people don't know.  Despite the marketing messages, not all financial advice providers hold themselves to [Read More]

Take charge of your midlife money – 7 financial planning areas to evaluate

By |2023-11-14T16:06:29-08:00September 29th, 2023|Blog, Lifestyle, Personal Wealth|

Gray hair. Fine lines. A stubborn case of tendonitis. Besides the physical signs, there are other tells of middle age. For one, it might feel like someone has gone and pushed the fast forward button. Midlife (ranging broadly from your mid-40s through your early 60s) is an emotional, philosophical, and financial whirlwind of tasks [Read More]

Gray divorce and your money: How to protect your retirement savings

By |2023-11-15T16:48:06-08:00September 6th, 2023|Blog, Personal Wealth|

Over 50 and living solo, maybe for the first time in decades? If this is you, you’re not alone. The number of older Americans living alone is growing rapidly, fueled in part by another rising trend: gray divorce. Gray divorce (or silver splitting) refers to the increasing divorce rate among older couples in long-lasting [Read More]

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