A look at the winners, losers & terms. Provided by Warren Street Wealth Advisors It looks like Greece will stay in the euro. After eurozone finance ministers pulled an all-nighter, negotiating for 17 hours into early Monday morning, the government of the beleaguered nation accepted the latest bailout terms offered by its creditors. The […]
A review of 2Q 2015 THE QUARTER IN BRIEF A 2.10% June retreat left the S&P 500 down 0.23% for Q2 2015, putting an end to its 9-quarter winning streak. The quarter’s biggest economic events occurred in late June – Greece defaulted on its debt, the commonwealth of Puerto Rico said a default was imminent, […]
Some baby boomers are supporting their “boomerang” children. Provided by: Warren Street Wealth Advisors Are you providing some financial support to your adult children? Has that hurt your retirement prospects? It seems that the wealthier you are, the greater your chances of lending a helping hand to your kids. Pew Research Center data compiled […]
Are You Retiring Within the Next 5 Years? What should you focus on as the transition approaches? Provided by: Warren Street Wealth Advisors You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises that tend to upset an […]
Why You Should Look for a Registered Investment Advisor Standards matter, especially in wealth management. Provided by: Warren Street Wealth Advisors Who should manage significant wealth? In recent years, more and more high net worth households have found their answer to that question: a Registered Investment Advisor. What is the RIA difference? RIAs […]
Will your accumulated assets be threatened by them? Provided by: Warren Street Wealth Advisors All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? It is because families fall prey […]
A quick summary of economies & markets for you. On Wall Street, the opening quarter of 2015 played out like the first quarter of 2014: gains for the Nasdaq and S&P 500, a small loss for the Dow. In another resemblance, uncertainties emerged about the strength of the economy. Hiring data and consumer confidence […]
As you approach your “third act,” does it need to be adjusted? Provided by: Warren Street Wealth Advisors Motivational speaker Denis Waitley once remarked, “You must stick to your conviction, but be ready to abandon your assumptions.” That statement certainly applies to retirement planning. Your effort must not waver, yet you must also examine […]
New Approaches to a Changing Problem. Provided by: Warren Street Wealth Advisors How bad is financial illiteracy today? So bad that your children may be at risk of making some serious financial mistakes. Some are finding that talking to children about finances has become less about the nuts and bolts of money and more […]
Try living as a “retiree” for a month or two before you commit to leaving your career. Provided by: Warren Street Wealth Advisors Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the third act of your life while still enjoying the […]