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Topic:
Wealth Management and Financial Advisors
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Untangling Your Finances When You Divorce: Don’t Forget These Important Details
Whose name is on the title to the house? Is the person paying child support covered by a life insurance policy? Have you changed your tax withholding now that you won’t be filing as married? These are all important but often forgotten details.
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Talk Your Chart | Investment Strategy | Episode 02
The Economy: Forecasting & Predicting the Future When it comes to wealth management, financial planning, and investment strategy, it’s only natural to want to predict the future. Why? Because uncertainty is uncomfortable. In this edition of Talk Your Chart, Marcos A. Segrera, CFP®, & Brett Horowitz, CFP®, AIF®, analyze market predictions and…
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Risk Tolerance: What Is It? Why Is It Important?
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Evensky & Katz / Foldes
When I think of risk and the markets, I’m reminded of one of my favorite Mark Twain quotes: “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February.” Although I can’t help but laugh, I don’t…
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