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BREXIT Happened, Now What?

Friday we received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU), which had led to significant volatility in the global markets. In situations like these, it becomes more important than ever to remain calm, harness our emotions, and stay committed to our long-term plans. Although this result …

Market Update

We are now halfway through a jam-packed June, which has seen key macro and geopolitical events—rather than news on corporate earnings—drive financial markets and investor sentiment. In early June, the European Central Bank (ECB) began its long-awaited corporate bond buying program, aimed at unfreezing the still frozen European banking system. In addition, OPEC (the Organization …

Is Your Estate Plan Up-to-Date?

One of the major areas in financial planning I tend to see my clients overlook, or even avoid thinking about, is proper estate planning. You may believe that your current arrangements are all taken care of in a will that leaves everything to your spouse. However, if you’ve named anyone else as a beneficiary on …

The Importance of Emergency Savings

The Boy Scouts Motto is “Be Prepared”.  You may have a clear understanding of your month-to-month cash flow (income and expenses), but have you considered how you would handle an unexpected expense?  These usually sudden, unforeseen events can take many forms: Job Loss: The income you had anticipated disappears, but you still have bills to …