Your Emergency Fund – How Much, Plus Why, How, and Where

It is times like these that stress the importance of planning a healthy savings strategy and how much of an emergency fund you should have. If you are experiencing your own personal recession amid these times of Social Distancing and are among the almost 40 million Americans that have filed for unemployment since March, this probably is not your top priority. Times of[...] Continue reading

Investing Internationally: Developed vs. Developing Economies

Written by: Daniel Eye, CFA® | Chief Investment Officer For investors seeking to create a diverse investment portfolio, international exposure is something that should be considered. International investments can provide investors with access to many different growth opportunities and markets that are not available domestically. Despite the benefits of[...] Continue reading

Ways You Can Make Charitable Giving Fit Into Your Financial Plan

December 3, 2019 is an international day of charitable giving known as GivingTuesday. It is predicted to surpass half a billion dollars raised in the U.S. alone. The benefit of financial gifting is two-fold: Fulfilling philanthropic desires Taking advantage of IRS tax deductions Before making charitable donations, consider how charitable gifting aligns with[...] Continue reading

When is the right time to start working with a financial advisor?

Why do people turn to a personal trainer? It’s because they have a goal to achieve whether it’s to lose weight, to add muscle or tone their body, or just to lead a healthier lifestyle. They seek the help of a professional to keep them guided, on track, and accountable while they aim to reach these health objectives. The same concept should apply to people working with[...] Continue reading

Financial Priorities for Early 20-Somethings

Being a young adult in your early 20s is an exciting chapter likely filled with elements of change and added responsibility. Going from college to the working world, and having a steady paycheck, means financial planning should come to the forefront. For 20-somethings to set themselves up for future success, planning should start as early as possible to lay a strong[...] Continue reading