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1
Managing Your Money and Your Relationships
2
Why We Include Real Estate in Investment Portfolios
3
Adjust Your Budget in January While the Year is Still New
4
Fiduciary Standard for All Advisors?
5
Believe it Or Not

Managing Your Money and Your Relationships

Kiplinger says “ Want to Protect Your Wealth? Then Manage Your Relationships,” noting that the way you relate to yourself and others can affect your financial outlook. The very first person who may mismanage your money is…you. It helps to know your own habits and shortcomings and to be honest about them to maintain wealth. […]

©Bring Clarity to Your Finances™. Managing Your Money and Your Relationships is a post from Bring Clarity to Your Finances™

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Why We Include Real Estate in Investment Portfolios

A properly-diversified investment portfolio should include real estate in addition to the typical stocks and bonds. Do you know why?

The post Why We Include Real Estate in Investment Portfolios appeared first on Getting Your Financial Ducks In A Row.

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Adjust Your Budget in January While the Year is Still New

Whether you prepared a budget at the end of last year or if you have never made a budget, the end of January is a good time to consider your finances and spending. You may have been more optimistic at the end of the year about how much you could save or how little you […]

©Bring Clarity to Your Finances™. Adjust Your Budget in January While the Year is Still New is a post from Bring Clarity to Your Finances™

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Fiduciary Standard for All Advisors?

Is your advisor held to a fiduciary standard, or a suitability standard? Do you know the difference, and what it can mean to your investments?

The post Fiduciary Standard for All Advisors? appeared first on Getting Your Financial Ducks In A Row.

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Believe it Or Not

A longtime favorite line that I like to use when people ask me what the market or economy are going to do in the near future, is to say “Sorry, my crystal ball is in the shop.”  Or I’ll repeat what famed baseball manager Yogi Berra once said: “It’s tough to make predictions, especially about […]

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