Resources

The Informed Investor: Five Key Concepts for Financial Success

Today, many people are facing difficult choices in achieving their financial goals and are asking serious questions, as well they should. The Informed Investor can help you see through the noise of the marketplace in order to make smart decisions about your money, systematically.

You’ll learn about:

• Leveraging diversification to reduce risk
• Seeking lower volatility to enhance returns
• Designing an efficient portfolio

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Avoiding Financial Scams and Identity Theft Slams

Whether young or old, wealthy or poor, online or in person, nobody is immune from financial scams and identity theft slams. Bad players are out there, continuously devising new ways to catch you unaware. Avoiding Financial Scams and Identity Theft Slams can help you stay one step ahead of financial fraudsters and identity thieves.

You’ll learn:

• 10 red flags you should watch out for
• Proactive measures you can take to protect your identity
• Immediate actions you should take to lessen the damage if you are exposed

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A Widow’s Financial Journey: Wealth Advice Amidst Grief

The death of a husband usually means a host of wealth-related challenges in addition to the struggle with grief. However, each circumstance is unique. Sometimes death is sudden, other times protracted. Some widows are young, others are older. Some are left with minor children, others with adult children, and some with no children. But almost all widows have one thing in common: they suffer a period of terrible grief. As wealth advisors, our most important role is helping a widow find financial peace of mind, always in her own time and manner. “A Widow’s Financial Journey: Wealth Advice Amidst Grief” can help you understand how grief affects a widow’s ability to make decisions about wealth, and what can be done to help her through this very challenging period.

You’ll learn about:

• Grief and its ability to affect decisions about wealth
• Next steps and planning needs after the loss of a loved one
• Team members to have in place to provide expertise and insight

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The ABCs of Behavioral Biases

By now, you’ve probably heard that your own behavioral biases are often the greatest threat to your financial well-being. As humans, we are hard-wired to be lousy investors. We cringe at the very risks that are expected to generate our greatest rewards. We incorporate irrelevant information into our investment decision-making. We react to market movements instead of sticking with our original, thoughtful plan. “The ABCs of Behavioral Biases” can show you how to defend against the behaviorally biased enemy within.

You’ll learn about:

• The different types of biases that can affect your investing
• Potential damage that can be done by different types of biases
• Book recommendations for behavioral biases
• Overcoming biased thinking and decisions that can harm your financial well-being

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Understanding Inflation

What can investors do if higher inflation is here to stay? Financial news headlines are warning that it’s time to brace for higher inflation. But while it’s true that some indicators seem to suggest inflation is on the rise, there are a few things you’ll want to consider before reading too much into the news. Whether your concerns are long-term financial goals or short-term retiree income, this whitepaper covers what you need to know in 2021 and beyond.

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Managing Your Mortgage in Low-Rate Environments

Should you refinance, retire, or retain your current mortgage? When mortgage rates are low, you may wonder whether to refinance or even pay off your mortgage, to lower or eliminate your monthly payments. However, just because you can refinance or retire your mortgage … should you? Since it takes time, money, and the right circumstances to justify either move, the answer is, It depends.

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What To Do When You Leave Your Employer

When you leave your employer, you have a choice to make regarding your 401(k) or 403(b). We’ll talk through some tips and things to consider as you navigate the journey.

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