US-based investors may believe they know America best. Accordingly, they are liable to put the bulk of their investments in stocks and bonds of US-based companies and in US federal and municipal fixed income securities. Given the size and relative safety of this market, that may seem a sound approach. Yet this strategy has some holes. “Home bias”1 can limit your investment opportunities and constrain your ability to benefit from diversification.
This article highlights the important details of student loan forgiveness and what you will need to do to make sure you qualify.
In this episode, Wes and Nick discuss topics like stewardship and materialism, how our mortality can and should impact how we live our lives and by extension, manage our resources, and the moral perils and challenges that arise as we accumulate wealth.
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Around the world, individuals are being asked to take on greater responsibility for their own retirement. In the US, for example, a combination of limited Social Security funding and a reduction in the number of defined benefit (DB) employer plans—historically, the primary retirement savings vehicle for many—is causing investors to make decisions they have never had to face about how to save for retirement.
One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.
This week on the podcast, Wes interviews Certified Financial Planner Bob Bolen. They explore what it means to put money in service to your life as opposed to the opposite, and why this approach leads to better outcomes.
In this episode, Wes and David discuss topics such as the risk of not thinking critically before adopting the latest technology, the difference between innovation and invention, and the role of empathy and connection in decision-making.
A retrospective analysis of global stock market performance during the second quarter of 2022.
This article details the different types of insurance that may be a necessary part of a healthy financial plan.