Here’s a mini blog post on how to keep a smart wallet during your adventures.
When I became a resident, I created a goal to travel to one country per year, but with a Colombian passport I ran out of options faster than anticipated, at least without having to apply for a Visa. Last year, I received my United States Blue Passport and with that, the freedom to be welcomed to travel to a majority of the world. As a diehard financial planner, I’m going to share my experience and give you the most crucial tips I learned along the way. Read more
August Monthly Newsletter: 4 Financial Lessons Your New College Student Needs to Hear from You (and 2 Important Items for Parents)
As summer comes to a close, many parents and teenagers are packing up the station wagon (or hybrid crossover) for a trip that, for at least one passenger, is one way. You’re ready for this. You’ve done the shopping trips, you’ve packed the boxes, you’ve even shed a few tears. Now it’s time to send your child(ren) off to college. Read more
Published By B. Patrick Carter, CPA
If we lived life in reverse, think of all of the confusion and problems we could potentially avoid. We could provide for our families in a much more efficient manner, covering all of those things that seem unimportant to us now or decisions we avoid because of our daily indecisiveness. Read more
Hear our Chief Investment Officer, Scott Kubie, on CNBC’s Nightly Business Report discussing what will take the market to the next level. Read more
The way men and women view themselves and their future greatly impacts their financial planning paths. There are four major factors that influence this: mindset, marital status, age and financial services background knowledge. Marital status is a key factor in their differences, which in turn affects their mindset. Lastly, where men and women believe they are in their life, depending on their age and expectations, is a huge catalyst for moving forward in their financial journey.
Strong U.S. economic growth made additional interest rate hikes likely. The likelihood of additional hikes and weak earnings from a couple key technology companies was not enough to overcome positive news earlier in the week on trade between the Europe Union and U.S. Discussions are moving forward to rescind the announced metal tariffs and reduce tariffs on industrial goods. The S&P 500 rose 0.6% for the week. Global stocks, as measured by the MSCI ACWI, climbed 0.9% higher. The Bloomberg BarCap Aggregate Bond Index dropped 0.2%.
Published by Rob Furlong, Portfolio Manager
The alarm sounded promptly at 1a.m. Shortly after some rustling and grumbling the tent zippers opened and we stepped out into the frigid air. After a quick breakfast, we began heading uphill into the darkness. For the next eight hours life was little more than listening to the ice crunch with each step as we ascended over 5,000 feet into the thinning air. Shortly after 9a.m. we were at 14,200 feet-on top of one of the highest peaks in the Cascade mountain range. Read more