GUIDELINES TO FINANCIAL FREEDOM
GUIDELINES TO FINANCIAL FREEDOM
The big story during November was the decline in Treasury yields. The bond market experienced large moves in interest rates, with the 10-year Treasury yield falling to 4.36% from over 5% in October. For context, the -0.54% decline in the 10-year yield ranks among the biggest 1-month drops since December...
Behavioral financial advisor (BFA): Definition, roles and qualities Compliance Oversight by: MCO MCO MyComplianceOffice A complete compliance management software platform that helps financial services firms unify their activities across conduct and regulatory compliance. Finance is often seen as a purely logical field of study; however, individuals often overlook the emotional and behavioral parts of personal...
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...
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...
Achieving financial stability and security is an important aspect of life for all individuals and families. For individuals with a background or work experience in the financial industry, this task can be achieved without the assistance of a financial professional. However, for
Wealth management firms, or financial institutions and professional service providers offering comprehensive financial services to help individuals, families, and institutions manage and grow their wealth are extremely important to those who aren’t available or knowledgeable of the complex regulations, rules, and strategies needed to manage one’s money. These firms specialize...
Financial health is an important value needed for the stability of an individual and family. This has led to financial literacy, the ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing, to be known as arguably one of the most vital and essential...
The management of one’s finances is a very important aspect of life that makes up a high level of priority for all families. Some families are able to manage their own finances; however, managing wealth can often be difficult for individuals as they may not be educated or familiar with...
A Beginner's Guide for Personal Wealth Management Reviewed by: Dan Casey Dan Casey Vice President Vice President, Financial Planner, and Portfolio Manager at Arrowroot Family Office. I manage clients' investment portfolios and help them find solutions and optimal strategies for their financial needs. In addition to my passion for finance, I am an exercise physiologist...