Investment Diversification is Important. Here’s Why.
Diversification is an important part of investing and has been described as the only “free lunch” in the investment world. Why is diversification so important? Read this article to learn more.
How to Manage Your Online Presence After Death
Our lives are increasingly lived online and therefore almost everyone has an online presence. What happens to our digital lives after death? Potential identity theft can create problems for loved ones when online lives of the deceased are left unmanaged. This article discusses the steps you can take ahead of time to manage your Facebook, LinkedIn and Twitter presence after you pass.
5 Reasons to Get Your Will Done Today
Making a will is your opportunity to protect your hard-earned assets and your legacy. Delaying the opportunity to draw up a will can affect the future of your loved ones.
A will, also known as a last will and testament, is a legal document that outlines your intentions for the distribution of your assets in the event of your passing. Additionally, a will enables you to appoint guardians for minor children. While personal situations vary, here are five reasons to get your will done today.
Should You Pay Down Debt or Invest?
You’ve found yourself with a lump sum of inherited or freed-up cash. Should you use the money to pay down your debt or should you invest it? There is no best option for all. It depends on your personal financial circumstances. This article helps guide you through your decision-making journey.
Why Life Insurance is an Important Part of High-Net-Worth Family’s Asset Allocation
Watch Bloom Investment Counsel Inc.’s Kevin Willis join Al G. Brown & Associates’s Elli Schochet for a discussion on why life insurance is an important part of high-net-worth families’ asset allocation and how to take advantage of this asset class to protect, preserve and build wealth.