Things to Consider with a Credit Card Rewards Program
Rewards credit cards offer a great way to profit from using a credit card. If you have good credit and don’t carry a monthly balance, you can enjoy earning generous rewards with little cost. There are basically two type of reward cards: point reward cards or cash back cards. Cash back credit cards pay back…
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Tax Planning Time
It’s warm outside and chances are you’re thinking about your air conditioning more than taxes. But now is an ideal time to understand how changes to the tax law affect you. As your financial advisors, we have these changes on our radar and wanted to make sure you’re thinking about them too – in between sips of your cold lemonade, of course…
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CASH is BACK
Cash is back, maybe not to the levels seen in the 80’s, but certainly providing competition to most risk assets. Keep in mind, interest rates in many parts of the developed world remain grounded at zero, so even to have this discussion is a bit of a luxury for dollar-based investors and those domiciled in the USA.
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Pearls of Wisdom: Following your Passion into an Encore Career
Did you know that traditional retirement, the idea of taking an endless vacation starting in one’s fifties or sixties, is losing it’s appeal? As people enjoy longer, healthier lives we are seeing more interest in a new concept among our early-retiree clients – pursuing an Encore Career…
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The World is Still Flat
The U.S. generates about 25% of global GDP, yet its share of world stock market capitalization represents over half the entire globe, a twenty-year high …
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