Investors pursuing the “perfect portfolio” is an age-old endeavor. Obtaining the perfect portfolio is like attaining perfect health—there really is no such thing. You can embrace behaviors to maximize your health such as exercising, eating right, getting plenty of sleep, drinking a lot of water, staying away from toxins, etc.
HODL, short for Hold On for Dear Life, is a popular term used amongst the cryptocurrency community. Although its origin can be debated, this slang term refers to the strategy of not selling your crypto assets even amid periods of heightened volatility – similar to a traditional buy-and-hold investment strategy.
The first half of the year was surprising for many investors. The markets saw a return to a pro-growth environment, similar to what occurred coming out of the COVID-19 crisis. This particular market upsweep was viewed as quite narrow, with limited breadth.
As summer winds down, parents are gearing up for the back-to-school season. Along with the excitement and anticipation, this time of year can bring financial challenges. From school supplies to extracurricular activities, expenses can quickly add up.
I read a fascinating article recently on the difference between professional golfers and “scratch” golfers (people who shoot par on a regular basis). I was expecting the major difference to be that the pros can hit it 350 yards and bend their shots in ways that seem to defy the laws of physics, but that wasn’t the difference.
As we approach the end of May and beginning of June, we are getting ever closer to what has been referred to as the “X-Date.” What is the X-Date, you ask? That is the day where it is projected that the government will no longer be able to pay its bills.
Estate planning is a vital process that involves making decisions about the end of life, including how your assets will be distributed upon your passing. While one could assume that estate planning is only necessary for couples or families, the reality is that all adults benefit from having an estate plan in place.
As proponents of investing for the long-term, Wolf Group Capital Advisors implements a strategic framework within our financial planning and investment management process that we believe increases the possibilities for positive outcomes. Nevertheless, we understand that client situations and market dynamics are ever-evolving and that there is no one-size-fits-all solution.
Retiring abroad can be a thrilling adventure, especially for those looking for a change of scenery in retirement. With a solid financial foundation, you can have the freedom to choose from various options when selecting a foreign retirement destination. The world is in your hands, and the choices are endless!
With the recent Silicon Valley Bank failure dominating headlines over the past couple weeks we would like to share our views on what happened, the potential for contagion risk (which we view as unlikely) and some additional implications for financial markets.