By Greg Hart, CFP® When something seems overly complicated, it’s all too easy to put it off, promising yourself that you will take care of it in the future. Nowhere is this more true than in estate planning. Most Americans agree that it’s important to have their affairs in order, with 52% saying …
$1 Million Isn’t What It Used To Be
By Greg Hart, CFP® In times past, a $1 million nest egg was a gold standard of success. A million in your savings essentially guaranteed the retirement of your dreams. Unfortunately, we are no longer living in those times. Nowadays, instead of $1 million providing an abundant provision for …
Newsletter: August 2019
Macro Overview Trade tensions escalated as the U.S. announced a 10% tariff commencing September 1st on $300 billion of Chinese imports that haven’t yet been subject to any tariffs. The additional tariffs would essentially apply to nearly all imports from China. Another $250 …
Newsletter: July 2019
Macro Overview Stocks and bonds rose in June as lower rates drove equities higher and international diplomatic tensions elevated bond prices. Indications by the Fed that there may be a rate cut later in the year helped sustain stock prices near record levels. The G20 met in Osaka, …
What To Do During Market Volatility
By Greg Hart, CFP® As expected, we’re seeing increased volatility in the financial world this year. No one likes unpredictability when it comes to money; and volatility is just that—erratic and unpredictable. If you invest in any way, shape, or form, you may be wondering how worried you should …