Everything that goes on in the world and the market conspires to make people buy when things are going well, and prices are high and sell when things are going badly, and prices are low -- the cardinal sins of investing. Fighting that instinct is the number one ingredient to investment success.
Many people seek to also add value to the money they make and their investment practices. They are working toward creating an estate plan that aligns their money with what they value most in this world. They want to take care of their families, donate money to charities and causes they care deeply about, and support parts of their community they love. Is there a financial practice that embodies investing money in a valuable way? Yes, and the answer is called Socially responsible investing or SRI.
There can be a lot of stress when we start to talk about taxes and the IRS. Luckily, tax season is over and you’ve received your tax return. Now you don’t have to think about it again until the new year, right? Not exactly.
What will retirement be like for you? Will you move to a quaint cottage in northern Minnesota? Open a resale bookshop in your favorite part of town? Or even go skydiving on a random Tuesday afternoon? Having the time to experience life to the fullest is often a welcome change of pace after leaving a hustling and bustling career.
Are you ready to start building your legacy?
People often throw around two terms when it comes to finding a financial planning professional - Financial Planner and Financial Advisor. There’s some confusion about these two roles, and how they’re different.
To combat the fear of a dissatisfying retirement, many pre-retirees are working toward bigger savings goals. But saving more isn’t necessarily the right solution. Throwing more money at the problem doesn’t equal a satisfying retirement. Instead of trying to bulk up your retirement savings, focus on your values first.
There are a few important factors to consider when deciding whether to DIY or outsource the management of your investments.
It only makes sense to work with an advisor who has committed to acting in your best interest at all times.
We've been spoiled by a few years of all gain and no pain in the markets.
A lot of changes are coming to your 2018 tax return
Kyle was featured on a Podcast to discuss tax law changes in 2018.
2017 will forever be remembered as the year of Bitcoin.
Donald Trump hasn't had the effects most people feared on the markets.
You can't afford to miss out on the big winners in your portfolio.
I can think of examples for each of these truths, if applied, they would have saved someone an enormous of amount of heart ache (and money!).
The XY Planning Network conference in Dallas has pushed me forward as a financial planner.
Do adult children want their parents' stuff?