GUIDELINES TO FINANCIAL FREEDOM
GUIDELINES TO FINANCIAL FREEDOM
Behavioral financial advisor (BFA): Definition, roles and qualities Reviewed by: Rory Henry Rory Henry Director Rory Henry is an accredited Behavioral Financial Advisor, a methodology that combines traditional finance, psychology, and neuroscience. He is the Director at Arrowroot Family Office and Co-Founder of AFO Wealth Management Forward. He has been in the tax and financial...
The U.S. consumer plays an important role in the economy, accounting for almost two-thirds of U.S. GDP. For this reason, investors and economists pay close attention to the consumer’s financial health and activity. One consumer metric that investors track is the Johnson Redbook Index, which measures the percentage change in...
The S&P 500 traded lower during the first half of August, at one point erasing all of July’s 3.3% gain. The sell-off occurred as investors worried about the potential for further interest rate hikes and increased bond issuance by the Treasury to fund government spending. Interest rates rose to levels...
The Supreme Court recently ruled that the Student Loan Forgiveness program could not move forward. After three years of not having to make payments, millions of borrowers will have to start repaying their loans this fall. Over 45 million Americans have student loan debts with the average balance over $30,000...
Rent vs buy – it’s a big question with big financial implications. Do you make a down payment, take out a mortgage, and build equity? Or do you rent, give yourself more financial flexibility, but miss out on the opportunity to build equity? This month’s chart, which tracks year-over-year growth...
Personal finance is a vital skill set that all individuals and families need to intimately understand and know in order to achieve financial health or financial freedom. In order to survive as a household, a financial plan needs to be set in place, and personal finance needs to be learned;...
Saving and investing are both important areas of finance individuals need to succeed in, yet many families often struggle to keep up with their expenses. Setting aside funding each month to fulfill retirement goals such as building up a retirement fund, saving for college education expenses, saving for family vacations,...
Understanding the intricacies of finance planning and retirement is a rather large and difficult undertaking for any individual or family, especially those without a formal financial education or degree. Retirement planning is one of the most crucial and important aspects of personal financial management that must be mastered by individuals...
Retirement is an important and significant milestone in an employee's life. As an employer, it is important to support and provide a crucial role in helping one’s employees prepare for a secure financial future. By implementing effective retirement plans and providing the correct support, one can ensure that employees are...
Individuals and families want the best support, advisory services, and management when it comes to managing their wealth. With an aspect of life as important as finances, wealthy individuals and families have necessary requirements that demand exclusive financial services from wealth management firms and financial advisors.