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Financial Focus

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Understanding How Our Inherent Biases Impact Our Behavior Thumbnail

Understanding How Our Inherent Biases Impact Our Behavior

Knowing our inherent human biases may not protect us from murder hornets, locust swarms, or whatever else 2020 has to throw at us but at least it will allow us to be more aware of some of our natural limitations. With heightened awareness, we should, in theory, be able to put ourselves in a more advantageous position to make high-quality decisions.

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Six Common Financial Stress Triggers and How to Overcome Them Thumbnail

Six Common Financial Stress Triggers and How to Overcome Them

As companies continue to navigate the uncertainties that have come with the Coronavirus pandemic and employees figure out their often changing daily routine, financial stress triggers are bound to occur. We've identified six common financial stress triggers with ideas on how to overcome them.

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A Guide to Dividing Your Estate Unequally Thumbnail

A Guide to Dividing Your Estate Unequally

Dividing your estate among family can be complicated and, at times, challenging. Nevertheless, not having a will may lead to more complications and is ultimately irresponsible. Quite often, equally dividing assets among children makes the most sense. However, there may be some cases in which giving each child an equal inheritance might not be the best decision.

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Mid-Year Outlook Thumbnail

Mid-Year Outlook

With the first half of 2020 in the rearview mirror, this month’s commentary will have a forward-looking angle to it. The first half of the year was unlike anything we have seen. A pandemic swept across the globe, creating nearly unprecedented health concerns, not to mention massive dislocations in the labor markets and financial markets. As we try to make sense of what has happened, we look forward to what feels like even more uncertainty.

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A Different Kind of Commentary Thumbnail

A Different Kind of Commentary

In times like these, where social unrest is high, political ambiguity is higher and financial uncertainty even greater; it is nice to know that our clients realize we are there for them. As advisors, we like to think that we have all the answers to all the world’s problems. Unfortunately, as much as it pains us to admit, we do not have all the answers to all the injustices present in the world. We do, however, have years of experience on which to rely that allow us to see the world through a more measured lens.

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Four Areas of Your Estate Plan to Review in Light of COVID-19 Thumbnail

Four Areas of Your Estate Plan to Review in Light of COVID-19

It never hurts to be prepared in the event that, for instance, you may need to be hospitalized for Coronavirus or any other sickness. Thinking about falling ill or not being able to make decisions for yourself can be frightening, but having an estate plan in place can help ease your concerns. Many people are taking this time at home to update their estate plans, and if you do not have one in place, there is no better time to put it together.

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