by Asset Strategy | Sep 21, 2022 | Entrepreneur Magazine, Financial Planning, Private Wealth Management
Entrepreneur Magazine The business world is full of incredible investing success stories, whether we look at the lives of Warren Buffett, Bill Ackman, Cathy Wood or Peter Lynch. Success isn’t about lucky choices and odds or being in the right place at the right...
by Asset Strategy | Sep 14, 2022 | Financial Planning, Investopedia, Private Wealth Management
Investopedia How should interest rate changes affect your decision to refinance? That, of course, depends on the interest rate you are currently paying on your mortgage. Even in times of rising rates, an older mortgage could still have a higher interest rate than...
by Asset Strategy | Jul 13, 2022 | Investing, Private Wealth Management, The New York Times
The New York Times I wouldn’t wish this bear market on anyone. A lot of people have been losing a lot of money — not just billionaires, but ordinary working people who have been salting away savings for years. It will be even worse for those who lose their jobs in a...
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 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...
