Blog
Learn how we approach personal finance through our library of free articles.
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Mid-Life Investing — Making the Most of Your Asset-Building Years
Apr 27, 2018 |
2 Minute ReadAs you move through your peak earning years, you'll probably see your net worth steadily rise. At the same time, you'll still have some work to do before you realize your financial goals. That's why it's important to have a solid plan in place. Here are some steps to help keep your portfolio on track.
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Organize your portfolio. Asset allocation is a straightforward and effective strategy whereby you divide your portfolio among the major asset classes of equities, fixed-income securities, and cash equivalents. The division should be based on your goals, your tolerance for risk and your time horizons. Generally speaking,… -
Where Are the Women in the World of Finance?
Dec 07, 2017 |
4 Minute ReadBy Andrea Mingels and Daniel Uribe
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It is known that women can do it all … women are college graduates, wives, mothers, CEOs, Presidential Runner-Ups, etc. There is nothing that a woman cannot do, except, maybe in today’s male-dominate world of finance. According to Investopedia, “Studies conducted by the Harvard Business School paint a grim picture: among senior roles in venture capital and private equity, women held just 9% and 6% of the positions” (“Why Are So Few Women in Finance?”, 2018). This means that over 90% of all senior roles belong to men. It’s 2018, where are the women in… -
Millennials, Money, and Romance
Dec 07, 2017 |
4 Minute Read“Millennials, Money and Romance.” As a millennial, it is easy to see that romantic relationships have evolved significantly over the years. We are known as a tech savvy generation that grew up in the age of dating apps like Hingle, Tinder, and Bumble where you can sift through hundreds of singles in under an hour. Technology has shaped the face of dating into a fast-paced race to find someone who will make you happy, even if it doesn’t make them happy. Needless to say, we need to learn a thing or two from our parent’s generation about chivalry and respect…
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Loss of a Spouse, Moving Forward
Sep 02, 2017 |
0 Minute ReadPractical steps to manage your financial future and that of your family
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Proper Financial Planning: Critical for Women
Jul 13, 2017 |
2 Minute ReadA key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expectancy of a female at birth is almost 81 years, compared with 75 years for a male.1 Although six years may not appear significant, many people in this age group incur expenses for health care and other items while living off of Social Security and personal assets. Keep in mind that life expectancy statistics are averages and many people live much longer. It is not unusual…
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Dealing With Divorce
Apr 30, 2017 |
4 Minute ReadDivorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge of your future, and save yourself time and money.You certainly never expected divorce when you cut the wedding cake--you and your spouse planned on spending the rest of your lives together. Unfortunately, the fairy tale didn't work out, and you're headed for a divorce. So where do you begin? First things first: should you hire an attorney? There's no legal requirement that you hire an attorney when divorcing. In fact, going it…
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