Search Results for: cash portfolio
Why cash matters to your portfolio
We tend to think of cash in practical terms, as the money we spend every day. But cash can also play a powerful role in an investment portfolio. In many ways, cash represents opportunity. In this article, weâll cover what cash is, why itâs important, how cash equivalents work, and the role a cash allocation plays in your financial plan.
Do women need to take a different approach to wealth?
When it comes to women and money, the financial services industry sometimes misses the mark. Certain assumptionsâlike the idea that women are more risk averse than menâcan be circumstantial rather than inherent. To that end, I want to dedicate some time to the unique challenges women face when it comes to financial planning, plus strategies to face those hurdles head on.
2024 Winners and Losers
When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the details, however, can give investors a better sense of the overall health of the economy and trends to watch in 2025. With that in mind, we put together our annual list of winners and losers, plus the stalwart neutrals that fell somewhere in the middle.
How to navigate taxes on a âbig money eventâ
The goal of financial planning is to build and optimize wealth. Too often, we see people worry about their financial wins, like selling a business or cashing out of a profitable investment, instead of celebrating them. This hesitation is nearly always tied to taxes: How much of my potential profit will I owe to Uncle Sam? Are there strings attached to this windfall? Whatâs the catch?
How to build generational wealth
A 20-year study by the Williams Group found 70% of wealth is lost in the first generational transfer, and a full 90% by the third. Additional studies have shown that these monetary losses often translate to family strife. So how can you preserve the wealth youâve built for your family for generations to come? Be intentional about your money and what youâre building, create an estate plan that provides for future generations, and keep up with financial planning.
What is the yield curve (and why does it matter)?
As jargon goes, âyield curveâ is one of the worst offenders. However, when you look closely at how interest rates work, itâs easy to understand why the yield curve is important, and why many traders and investors use it to help forecast whatâs ahead for markets and the economy.
