I worked with two clients this week that had a set amount of cash to deploy to longer-term savings & investment accounts. Their question – what accounts should I allocate this to – and how much in each? It can be definitely be challenging to figure out your savings strategy and like most things in […]

It’s hard to escape the constant chatter about rising interest rates lately, so it was only natural for a client to ask about the interplay between interest rates and asset prices. Interest rates are an essential driver of asset prices. You don’t have to take it from me – here’s a quote from famed investor […]

Let’s talk about budgeting! I started working with a young couple and we are working together to put a savings approach in place – determining how much of their net earnings each month can/should be allocated to the various savings/investment buckets (cash reserves, IRAs, employer plans, after-tax investments, education funds, etc). The place to start […]