Blog

September
18

Provided by: Your Family CFO Team

The Markets

“In theory, there is no difference between theory and practice, in practice there is.” Yogi Berra was talking about baseball, but the concept also applies to diversification, according to the GMO White Paper, The S&P 500: Just Say No. From the title, you might think the authors – Matt Kadnar and James Montier – don’t…

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August
28

Provided by: Your Family CFO Team

Hope Floats

Optimism about possible pro-growth economic policies, including tax reform and deregulation, helped U.S. stock indices finish higher last week, reported Barron’s. It wasn’t all smooth sailing, though. Stocks bobbed up and down as investors’ optimism was weighted by concerns about a possible debt-ceiling battle and government shutdown. CNN offered some insight to the historic economic…

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August
22

Provided by: Your Family CFO Team

Here, there, and everywhere….

Markets around the world appear to be benefiting from global economic recovery. After pointing out the United States’ economy is the heart of the global financial system, Barron’s reported: “The Standard & Poor’s 500 index has tirelessly amassed 30 record closes this year, but is up just 1.2 percent since March 1. Meanwhile, nearly every…

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August
16

Provided by: Jon McGraw

What’s Happening in Your Real Estate Market

Eight years ago nothing was happening in the real estate market.  Buyers were hunkered down, sellers couldn’t sell and foreclosures were everywhere.  Today, we continue to see the exact opposite.  Listings are receiving multiple offers in a matter of days and many properties are selling over asking price. If you are interested in what is…

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August
14

Provided by: Your Family CFO Team

North Korea May Be Small, But Can Churn Up Big Trouble

The possibility that verbal hostilities between the United States and North Korea could trigger geopolitical conflict had investors on the run last week. In the United States, the Standard & Poor’s 500 Index fell by 1.4 percent, the Dow Jones Industrial Average lost 1.1 percent, and the NASDAQ Composite finished 1.5 percent lower. Financial Times…

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August
08

Provided by: Kyle Hogan

Money Talks: Try These 5 Tips to Help Your Kids Save

By Joann Alumbaugh, Editor, Farm Journal’s Pork  August 4, 2017   How many of us have said to ourselves, “I wish I knew then what I know now”? The question might refer to any number of topics, but more than likely, one of them is likely money management. Andy Jacobitz, first vice president at RBC…

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August
07

Provided by: Your Family CFO Team

Who’s Been Buying Shares of Company Stock?

Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist….

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August
01

Provided by: Mitchell Smith

10 Things You Need to Know About Health Savings Accounts

By Kimberly Lankford, Contributing Editor July 19, 2017 If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA. You’ll get a tax break for your contributions, then you can build up a tax-free stash of money to help pay…

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July
31

Provided by: Your Family CFO Team

There was some good news and some bad news last week…

Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist….

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July
26

Provided by: Frank Drinkwine

Rental Car Insurance: Do You Need It?

It’s a standard question at a rental car company counter: “Do you need rental car insurance?” The answer can be muddy, which is why preparation is key. Here’s how to sort out the specifics. Step 1: Talk to your State Farm agent Most vehicle insurance policies already include some sort of rental car insurance coverage—so…

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