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The Wealth Report – March 1st, 2019

By |2019-03-08T22:50:48+00:00March 8th, 2019|Wealth Report|

In one of our portfolios we recently moved into a fund covering the Europacific region. If you noticed a recent investment in AEGFX, the American Funds Europacific Growth Fund, you may be thinking, "Why more international? Why now?" The beginning of 2019 has been very different than the end of 2018. Because international was down [...]

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Food for Health

By |2018-08-21T14:00:09+00:00August 21st, 2018|Uncategorized|

We love our bacon. In recent years, this pork delicacy has seen a resurgence in popularity alongside new ways to enhance recipes ranging from bacon-infused macaroni and cheese1 to the not-quite traditional bacon-wrapped holiday turkey.2But just because something is popular doesn't mean it's good for you. According to the World Cancer Research Fund, one way [...]

Job Trends

By |2018-08-14T15:10:50+00:00August 14th, 2018|Uncategorized|

For decades, young people were told college was the surest route to financial success as an adult. Get a degree, get a good job.However, this formula seems to be broken. During the recession, jobs for recent college graduates were scarce, causing many to continue their higher education and sink deeper into student loan debt. With [...]

Long-Term Care Update

By |2018-08-07T14:34:44+00:00August 7th, 2018|Uncategorized|

Long-term care continues to be a challenging issue in the U.S. It appears the second wave of baby boomers is even more determined to "age at home," while at the same time, they are more likely to suffer from multiple chronic conditions, such as heart disease and diabetes.1 This confluence of factors makes it all [...]

Various Types of “Economies”

By |2018-07-31T14:37:17+00:00July 31st, 2018|Uncategorized|

As recently as five years ago, few people had heard of emerging businesses like Airbnb and Uber that allow proprietors to share their personal residences and cars to generate income. This business model is now commonly referred to as the "sharing economy." 1However, just as capitalism morphs, so does the concept of sharing. For example, [...]

Family Business Considerations

By |2018-07-24T15:23:47+00:00July 24th, 2018|Uncategorized|

 Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth. For example, Arkansas-based Walmart is presently the largest business in the world in terms of revenue, earning more than $485 billion in 2017. In 1992, founder Sam Walton passed away and left his [...]

The Psychology of Economics

By |2018-07-17T14:29:06+00:00July 17th, 2018|Uncategorized|

 Countries with a longstanding track record of economic stability and security tend to have the happiest citizens, reports journalist Dan Buettner, who has studied what makes people happy. Education and health care are two primary reasons why, combining to create an upwardly mobile lifecycle.1Mothers with higher education levels tend to have fewer children, and those [...]

For Some Retirees, Home is Where the Debt is

By |2018-07-10T14:06:23+00:00July 10th, 2018|Uncategorized|

Today's pre-retirees and retirees tend to have far more debt than those in years past. In addition to factors like credit card payments and medical expenses, this generation is seeing the effects of higher home prices and easily obtained low down-payment mortgages in the early 2000s.1Between 2003 and 2016, Americans 60 and older nearly tripled [...]

Medicare News

By |2018-07-03T14:04:54+00:00July 3rd, 2018|Uncategorized|

Earlier this year, Congress passed a last-minute budget deal that included provisions affecting Medicare benefits. Specifically, one provision will permit certain therapies to continue beyond the previous caps, subject to conditions. All therapy (physical, speech and occupational) must continue to be classified as "reasonable and necessary to treat the individual's illness or injury." 1  There [...]