Dec 31, 2020

If you are one of the millions of people who live outside of America and have an American brokerage account, you are a cross-border investor. Despite the scale of cross-border investing, many Americans living abroad find their American brokerage firms asking them to close their investment accounts because they have...

Dec 24, 2020

How much is your money really worth? Currency devaluation means that as the value of a currency decreases, the buying power of money decreases too. So, how do you protect your investments from devaluation, inflation and other economic crises? Ari Pine is a financial trader who has a deep interest in macroeconomics. We...

Dec 17, 2020

Does your family’s primary financial caregiver hold their cards close to their chest?

Maybe the following story sounds familiar about a parent keeping your family financials a secret:

Dan has always handled the family’s money. He organized the budgets, took care of the investments, and maybe even set...

Dec 10, 2020

Make sure your financial plan accounts for what you don’t want to happen A good financial plan takes into account the 4 Ds (death, disability, divorce, debt) and plans around them. Doug and John Ross, estate planner and elder law attorney, stress the importance of planning for the unexpected. John is a co-host of the...

Dec 3, 2020

Want to guess who normally initiates a financial planning meeting – men or women? Doug and Brittney Castro, founder and CEO of Financially Wise Women, discuss differences in how men and women approach financial planning and investing.

What do these two CFPs ® (Certified Financial Planners) notice about the gender...