What Happens to Your Digital Assets When You Die?

When you pass, a will can help make sure your wishes are followed. This legal document states what you would like to happen to your assets and property. Most people are likely envisioning a home, jewelry and money being split up between siblings after a parent passes away. However, what happens to your digital assets when you die? How do you handle online bank and[...] 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

Tax time Q&A: Where’s your 1099?

Written by: Kaitlyn Haney, CFP® | Financial Advisor After a year of impressive returns in a strengthening bull market, we know that our clients are eager to file their 2019 tax returns. Like past years, custodians including Charles Schwab, Fidelity, TD Ameritrade, and U.S. Bancorp will mail individuals who haven’t enrolled in paperless delivery their important tax[...] Continue reading

Should You Work Past Your Retirement Age?

It’s common for investors to hear that they should delay retirement and work for an additional few years. Although the benefits and implications that come along with working past retirement age may seem obvious, it doesn’t always register how age can impact retirement savings. The amount of money they’ll need to live on in retirement is a function of what it will[...] Continue reading

Tips for Safely & Securely Shopping Online

Hello Cyber Monday! It’s one of the biggest online shopping days of the year and the following weeks are sure to see a lot of online shopping traffic as people hunt for holiday gifts for loved ones. But cybercriminals will be hunting for something as well, your personal information. You can bet as you ramp up your online shopping activity they are ramping up their[...] Continue reading