Skip to main content

4 Financial Tips for New Parents to Financially Protect You and Your Child

Having a baby is exciting news for first-time parents. But raising and educating a child involves new financial considerations and new decisions to make. As well, unforeseen events require you to have contingency plans in place. We hope these four financial tips for new parents will help you plan ahead to protect you and your child.

Continue reading

Asset Allocation Considerations for the High-Net-Worth Investor

Many believe that asset allocation is the single most important factor impacting investment returns. The famous 1986 investment return attribution study by Brinson, Hood and Breebower showed that asset allocation (not market timing) accounted for up to 90% of portfolio returns.

The typical investor must account for risk tolerance, time horizon and retirement needs when determining the mix of stocks, bonds and cash in their investment portfolio. The High-Net-Worth (HNW) investor may have to account for much more with respect to their personal investment criteria, including a considerably greater number of investment options available to them.

Continue reading