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Please enjoy this installment of our Wealth Essentials webinar series. This is the 2nd Part of our lesson on Portfolio Design. We simplify the concepts of Modern Portfolio Theory so even a Kindergartener can have a perfectly designed investment portfolio. Okay, maybe not quite a Kindergartener, but investors will be able to supervise their financial advisors and their savings to ensure they are adequately optimized. Modern Portfolio Theory teaches you how to achieve maximum returns…
Please enjoy this installment of our Wealth Essentials webinar series. We simplify the concepts of Modern Portfolio Theory so even a Kindergartener can have a perfectly designed investment portfolio. Okay, maybe not quite a Kindergartener, but investors will be able to supervise their financial advisors and their savings to ensure they are adequately optimized. Modern Portfolio Theory teaches you how to achieve maximum returns for a given amount of risk. It is based on the…
If you’re planning on moving abroad, you may encounter some of these financial challenges. Moving abroad can be a thrilling life change full of adventure and excitement, but it can also bring with it a plethora of challenges – especially financial. If you’re planning on moving abroad, whether for work, school, or to try something new, you’re not alone. Around nine million Americans live abroad, and thousands more join them each year. With all…
Two Steps to Get Started on Aligning Your Money with Your Values Are you familiar with ESG Investing? It’s a trending investment philosophy that combines two goals: positive investment returns and positive impact on society, environment, or business performance. It falls under the larger umbrella of “sustainable investing” but ESG specifically stands for Environmental, Social and Governance investing. These are the three central factors ESG investors use when measuring the sustainability of stocks in their…
Tools to Help Creatives and Other Self-Employed Individuals Plan for a Sound Financial Future Much of the retirement advice you hear is of the “start saving early” and “take advantage of your employer match” variety. However, those things may not be possible for everyone. Many small companies and startups don’t offer a 401(k) or similar retirement savings plan, and those who are self-employed or independent contractors are entirely responsible for their own benefits, retirement planning…
How to Make Peace with the Process Even When COVID-19 Stalls Your Goals Progress George Lucas said, “Always remember, your focus determines your reality.” One of the few blessings of COVID is that it has forced us to slow down and focus on our relationships and family in a way that seemed lost in the modern world. This slower life has sometimes resulted in less stress. The professional and personal goals we had at the…
For many people, Millennials included, buying a home is a rite of passage. Though Millennials tend to be a misunderstood generation, the American dream is alive and well with them. Since many are growing their families, homeownership is top of mind. While we completely understand the desire to own a home, below we’ll review why we believe it may not be the right time to take the plunge, unless buyers intend to stay in the…
Options for Getting Your Green Card and Remaining in the U.S. To paraphrase Truman Capote, love knows no geography. If you’re a British expat reading this article, then you are likely hoping to marry your American sweetheart and remain in the United States. If your goal is to go through the immigration process and get your green card, i.e. obtain permanent residence, you have three main options: K-1 fiancé(e) visa I-130 Petition for Alien Relative…
Four Strategies for Managing the Self-Employment Tax When you’re working as a sole proprietor, you are both the employer and the employee. While it’s a business model that can offer you the benefits of flexibility and control, there are also important self-employment tax implications. Consider, for example, that all workers must pay into Social Security and Medicare. For typical workers, this means they split that cost with their employers, each paying 7.65% of the…