Lifelong Blog
Our nationally recognized, weekly blog posts.
Equities Rally in Anticipation of FOMC Decision
Equities Rally in Anticipation of FOMC Decision Equity markets rallied last week recovering from the previous week’s declines as markets prepare for the upcoming Fed decision. Global equities (represented by the MSCI All Country World Index) were up 3.07% while domestic stocks (represented by the S&P 500 Index) were up 4.06%. Consumer Price Index (CPI) […]
Navigating the Realm of CDs vs Bonds: Unlocking the Secrets to Savvy Investments
Navigating the Realm of CDs vs Bonds Investing can be a daunting task, especially when faced with the myriad of options available in the financial market. Two popular investment vehicles that often come under scrutiny are Certificates of Deposit (CDs) and Bonds. As savvy investors seek to optimize their portfolios, understanding the nuances between these […]
Optimal Income Allocation for Sustainable Growth
Optimal Income Allocation for Sustainable Growth Navigating the complex world of personal finance can be daunting, especially when it comes to determining the optimal allocation of your hard-earned income. As economic conditions fluctuate and markets become increasingly volatile, the question of “how much should I invest?” has never been more critical. In this detailed guide, […]
Strategies to Help Your Retirement Savings
Strategies to Help Your Retirement Savings Retirement planning is a crucial aspect of financial well-being, yet many individuals find themselves lagging behind in this endeavor. According to a 2022 Bankrate survey, more than half of working Americans admitted to being behind on their retirement savings goals. The reasons cited ranged from the impact of inflation […]
Safeguarding Your Legacy: Trust Funds vs Wills
Safeguarding Your Legacy: Trust Funds vs Wills Navigating the complexities of estate planning can be a daunting task, but it is a critical step in preserving your family’s financial legacy. Two primary instruments – trust funds and wills – offer distinct potential advantages and considerations when it comes to wealth transfer and asset protection. As […]
5 Financial Advisor Interview Questions
5 Financial Advisor Interview Questions I thought this blog would be a fun one to write as I often joke about it with new prospective clients. I’ll be sitting there getting to know Mr & Mrs. New Client and I’ll always end with – “any questions for me?” All too often, I’ll see them look […]
Building Lasting Wealth: Strategies to Help Grow and Preserve Your Net Worth
Building Lasting Wealth: Strategies to Help Grow and Preserve Your Net Worth In today’s volatile economic landscape, safeguarding your hard-earned wealth has become paramount. With interest rates fluctuating, markets facing unpredictability, and the specter of inflation looming, protecting your net worth requires a multifaceted approach. This extensive guide will equip you with the essential strategies […]
Strategies for Preserving and Growing Your Inherited Wealth
Strategies for Preserving and Growing Your Inherited Wealth Inheriting a substantial financial windfall can be both exciting and daunting. On one hand, it represents an opportunity to achieve long-held dreams and secure your family’s financial future. On the other, managing a significant influx of wealth requires careful planning and prudent decision-making to ensure its lasting […]
What is Non-Passive Income?
What is Non-Passive Income? In the world of personal finance, there are various types of income streams that individuals can generate. One such category is non-passive income. While passive income refers to earnings from sources that require minimal effort or time investment, non-passive income is derived from active participation in income-generating activities. In this article, […]
Mastering Negative Carry: Navigating this Nuanced Investment Strategy
Mastering Negative Carry Navigating the complex world of investments can be a daunting task, especially when it comes to understanding the nuances of strategies like negative carry. As investors seek to optimize their portfolios and mitigate risk, it’s crucial to have a firm grasp on the intricacies of this investment approach. In this extensive guide, […]
Equities Rally in Anticipation of FOMC Decision
Equities Rally in Anticipation of FOMC Decision Equity markets rallied last week recovering from the previous week’s declines as markets prepare for the upcoming Fed decision. Global equities (represented by the MSCI All Country World Index) were up 3.07% while domestic stocks (represented by the S&P 500 Index) were up 4.06%. Consumer Price Index (CPI) […]
Navigating the Realm of CDs vs Bonds: Unlocking the Secrets to Savvy Investments
Navigating the Realm of CDs vs Bonds Investing can be a daunting task, especially when faced with the myriad of options available in the financial market. Two popular investment vehicles that often come under scrutiny are Certificates of Deposit (CDs) and Bonds. As savvy investors seek to optimize their portfolios, understanding the nuances between these […]
Optimal Income Allocation for Sustainable Growth
Optimal Income Allocation for Sustainable Growth Navigating the complex world of personal finance can be daunting, especially when it comes to determining the optimal allocation of your hard-earned income. As economic conditions fluctuate and markets become increasingly volatile, the question of “how much should I invest?” has never been more critical. In this detailed guide, […]
Strategies to Help Your Retirement Savings
Strategies to Help Your Retirement Savings Retirement planning is a crucial aspect of financial well-being, yet many individuals find themselves lagging behind in this endeavor. According to a 2022 Bankrate survey, more than half of working Americans admitted to being behind on their retirement savings goals. The reasons cited ranged from the impact of inflation […]
Safeguarding Your Legacy: Trust Funds vs Wills
Safeguarding Your Legacy: Trust Funds vs Wills Navigating the complexities of estate planning can be a daunting task, but it is a critical step in preserving your family’s financial legacy. Two primary instruments – trust funds and wills – offer distinct potential advantages and considerations when it comes to wealth transfer and asset protection. As […]
5 Financial Advisor Interview Questions
5 Financial Advisor Interview Questions I thought this blog would be a fun one to write as I often joke about it with new prospective clients. I’ll be sitting there getting to know Mr & Mrs. New Client and I’ll always end with – “any questions for me?” All too often, I’ll see them look […]
Building Lasting Wealth: Strategies to Help Grow and Preserve Your Net Worth
Building Lasting Wealth: Strategies to Help Grow and Preserve Your Net Worth In today’s volatile economic landscape, safeguarding your hard-earned wealth has become paramount. With interest rates fluctuating, markets facing unpredictability, and the specter of inflation looming, protecting your net worth requires a multifaceted approach. This extensive guide will equip you with the essential strategies […]
Strategies for Preserving and Growing Your Inherited Wealth
Strategies for Preserving and Growing Your Inherited Wealth Inheriting a substantial financial windfall can be both exciting and daunting. On one hand, it represents an opportunity to achieve long-held dreams and secure your family’s financial future. On the other, managing a significant influx of wealth requires careful planning and prudent decision-making to ensure its lasting […]
What is Non-Passive Income?
What is Non-Passive Income? In the world of personal finance, there are various types of income streams that individuals can generate. One such category is non-passive income. While passive income refers to earnings from sources that require minimal effort or time investment, non-passive income is derived from active participation in income-generating activities. In this article, […]
Mastering Negative Carry: Navigating this Nuanced Investment Strategy
Mastering Negative Carry Navigating the complex world of investments can be a daunting task, especially when it comes to understanding the nuances of strategies like negative carry. As investors seek to optimize their portfolios and mitigate risk, it’s crucial to have a firm grasp on the intricacies of this investment approach. In this extensive guide, […]