Month: September 2020

Reaching Across the Aisle

Amongst the rising tension and divisiveness we are experiencing in America today, wouldn’t it be great to hear our politicians say: “Now, more than ever, we need to reach across the aisle and work together for the good of the American people!” Sounds simple. But, we know it isn’t.  Developing a collaborative mindset takes genuine dedication and persistent effort! Here are some tips to consider when the goal is to reach across the aisle in…
Read more

Modern Portfolio Theory Made Easy

Introduction to Modern Portfolio Theory What is Modern Portfolio Theory? Despite the name, ‘Modern’ Portfolio Theory (MPT) was pioneered in 1952 by Nobel Prize-winning economist Harry Markowitz.  Almost 70 years later, the principals of MPT remain just as relevant today.  The foundation of MPT is based on the logic that the risk and return of a single investment should be analyzed together. An efficient investment portfolio should be based on an analysis of the different…
Read more

A Guide to Your Inheritance

Before you begin to invest or spend an inheritance, it’s essential to know what type you will be receiving. Knowing what you will inherit and how it can be taxed gives you a much better picture of what to expect. This guide provides simple explanations for the most common forms of inheritance and their potential for taxation:   Straight Up Cash: Cash is one of the most common forms of inheritance. The good news is that…
Read more