It May Be Time To Review Your Estate Documents
Just like your annual physical, it’s a good idea to schedule a check-up for your estate documents to make sure everything is as you intend.
What Should I Consider When Reviewing Health and Life Insurance Policies?
September is National Insurance Month. Ok, so it’s no National Pizza Day or National Margarita Day, but it is something I’m interested in! A healthy review of policies is always good, and we are happy to discuss mitigating risks with insurance.
Concentrated Stock Can Be Hazardous To Your Wealth
First, we must ask “What do we consider a concentrated stock position?” The rule of thumb is 10% of your investable net worth. Now, rules of thumb can sometimes get us in trouble, but the risk should be looked at from a holistic prospective.
Dot Your I’s and Cross Your T’s
There are a lot of details in financial planning. Most of the time we concentrate on the big things, but what about the little things?
Sell in May and Go Away!
Many investors have heard this saying before, but the evidence shows you are much better off just staying invested in the long-run.