by Asset Strategy | Jun 29, 2022 | Forbes, Investing, Private Wealth Management
Forbes The stock market is down more than 20% for the year as of this writing, and this could not have come at a worse possible time. After all, inflation is currently at a 40-year high, so the purchasing power of every dollar we earn is worth less than just a year...
by Asset Strategy | Jun 29, 2022 | Business Insider, Inflation, Private Wealth Management
Business Insider I had the best intentions to fine-tune my finances in 2022. I wanted to figure out a more fitting investment strategy, build (and stick to) a budget that allowed me to save more cash every month, and find ways to contribute more to my SEP IRA...
by Asset Strategy | Jun 27, 2022 | Healthcare & Medicare, Long-Term Care
There is a shift away from providing long-term care services in hospitals and nursing homes to proving them in individuals’ homes. This was happening before the pandemic, but the trend is now accelerating for several reasons. Many nursing homes did not allow visitors...
by Asset Strategy | Jun 22, 2022 | Estate Planning, Forbes, Private Wealth Management
Forbes Every family has a wealth culture, a mindset or system informing beliefs about money and how it should be used, preserved or passed between generations, whether they have articulated it or not. Families who enjoy healthy multi-generational family wealth...
by Asset Strategy | Jun 20, 2022 | Financial Planning
It’s graduation season, and along with all the wonderful things a college degree comes with are also student loan debts. If you’re attending high school or college graduations, no one may be talking about it, but the graduates and their parents likely have the high...
