... from a meeting of financial planners. The last note is a little different but, as with others in recent weeks, helpful with the human side of personal finance.
Social Security and Medicare –
If you’re ...
... in China –
Andy Rothman is a strategist at Matthews Asia, a mutual fund company based in SF and known for specializing in financial markets of the Pacific Rim. Andy has been working in and on China for ...
... we get to hear. It’s a lot about investments, for sure, but we also hear from cybersecurity experts, technologists and futurists, financial therapists and, for nearly four hours, updates on aging in America. ...
... following these developments while at another conference last week. This time it was the Financial Planning Association’s “NorCal” conference at the Palace Hotel in San Francisco. Attendance was high at ...
... point you’ll know what your options are, and you’ll have a good idea about costs, both upfront and monthly.
Maybe your financial situation allows for rates and terms that are better than the national ...
... unlikely. The politicians on both sides are singing to their bases about what is essentially a political issue, and I have to believe that none of them actually wants to bring the financial system to its ...
There’s truly never a dull moment, whether in life or in the financial markets. As we look ahead to summer there’s a short but weighty list of issues to follow: the debt ceiling, the banking “crisis”, ...
... and it’s good to be back at it again.
This time it’s the Financial Planning Association Retreat and I hope to bring you some notes from my time here in the weeks ahead.
One tidbit was the opening session ...
... the WSJ, consumers report that their “biggest financial mistake last year” was paying for unnecessary subscriptions and that these totaled at least 50% more than assumed. While the actual dollar values ...
... without damaging growth initially pushed recession forecasts out to 2024, but the banking crisis in both the U.S. and Europe has seen a sharp tightening in financial conditions as lenders strike a cautious ...
... around the likelihood for a softer recession than originally feared.
The worst performing sector was Financials, down almost 6% in Q1, for reasons obvious to anyone paying even remote attention. While ...
News in recent weeks has shed a brighter light on how important liquidity is to our financial success. Lots of people, even the folks who run banks, can think they have more liquidity than they actually ...
... losses while investors are in the mood to punish.
It’s natural for news like this and of recent bank failures to seem like the opening act of another Global Financial Crisis. There’s lots of uncertainty, ...
... important to your financial health. Covering regular bills and emergency expenses is obvious, but less so are the psychological benefits of having ample cash.
But how much cash is enough? How do you ...
... increased. The Federal Reserve (Fed), working to fight persistent high inflation, has raised rates at the most aggressive pace in decades and to the highest level since the Great Financial Crisis. This, ...
... economists, and others suggest that the debt ceiling concept is based on an antiquated view of how the global financial system works and is no longer necessary. These folks remind us that our government, ...
... to be more financially savvy, there is a lot to consider when it comes to managing your money.
In this blog post, we’re going to talk about the basics of personal finance and share some tips and tricks ...
... positive in a big way.
Such was the case last week when Fed Chair Jerome Powell took to the lectern to deliver his remarks and take questions from the financial press. Inflation is still too high but ...
... worse case is you put some of your excess cash savings into something that ends up looking like a medium-term Treasury bond. What financial planner could find fault with that?
Have questions? Ask us. ...
... back.
As my business grew I brought Brayden on to assist. That was over four years ago and now he’s a Certified Financial Planner and ready to take on additional responsibilities within the firm. And ...