Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - February 2024
5 Easy Ways to Protect Retirees from Financial Abuse
Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional methods.
But there are risks involved, especially for our seniors. This vulnerable population is more likely to fall victim to the fraud and abuse that has come along with this digital revolution. Whether it’s phishing attempts, fraudulent lotteries, or exploitation by deceitful caregivers, these threats are becoming more common and more sophisticated.
There are ways to mitigate these risks. Here are five essential strategies that should help:
Quarterly Market Review - 2023 Q4
Please click on the following link for a Quarterly Market Review - 2023 Q4
Student of the Market - January 2024
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - January 2024
What Should You Consider Before Relocating for Your Career?
According to a report published by Bloomberg, only 1.6% of job seekers relocated to take a new job in Q1 2023, an all-time low. More folks than ever value the freedom to work when, how, and where they want. Compromising on that freedom isn't just about what's best for your career, it's a question of how relocating will affect your Return on Life in three important areas.
Student of the Market - December 2023
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - December 2023
Protect Your Children from Their Inheritance
Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring they are ready for the responsibility. As we tread towards the largest generational wealth transfer in history, there is a growing need to ensure those inheriting assets are adequately prepared to handle them. There are a variety of risks involved, including:
Express Gratitude as a Family This Thanksgiving
On Thanksgiving, many families will pause their feasts so that everyone gathered around the table can share something that they are thankful for - and many probably won't.
Maybe sharing gratitude has never been a part of your family’s Thanksgiving traditions. Or maybe the practice sounds a little corny or old fashioned. But expressing gratitude to loved ones and to ourselves can have a positive impact on your Return on Life.
Here are three reasons why your family should make gratitude a part of your holiday celebrations.
Student of the Market - November 2023
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - November 2023
We All Have Money Blind Spots
Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of reality but can easily go unnoticed. In the world of finance, this can have costly implications. In reality, everyone has blind spots, not just in investing but in various facets of life. They shape our choices, often without our realization. By acknowledging their existence, seeking external guidance, and being open to feedback, we can navigate the treacherous waters of the investment world with a clearer vision. After all, the goal is not just to invest but to do so wisely and efficiently. Here are some examples and steps you can take to help manage blind spots.






