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Asset Allocation Considerations for the High-Net-Worth Investor

Written by Bloom Investment Counsel, Inc. on May 24, 2022. Posted in Financial Literacy. No Comments on 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.

8 Common Sources of Family Business Conflicts

Written by Bloom Investment Counsel, Inc. on May 24, 2022. Posted in Life Events. No Comments on 8 Common Sources of Family Business Conflicts

Conflicts may feel uncomfortable but are inevitable in any business, including family businesses. Avoiding conflicts can be a grave mistake as meaningful conflicts can propel the business forward. Understanding common sources of family business conflicts can help you better prepare for potential challenges in the road ahead. This article lists 8 common sources of family business conflicts.

How to Be a Successful Long-Term Investor

Written by Bloom Investment Counsel, Inc. on May 16, 2022. Posted in Investing. No Comments on How to Be a Successful Long-Term Investor

“The stock market is a device to transfer money from the impatient to the patient.” – Warren Buffett.

How can you become a successful long-term investor? What separates highly successful investors from the majority who achieve average and below market returns? It is not pure luck but the disciplined adherence to a long-term investment plan and the application of that plan through consistent investment habits. This article provides tips to help you become a successful long-term investor.

What Motivates Wealthy Individuals and Families to Give to Charity?

Written by Bloom Investment Counsel, Inc. on May 16, 2022. Posted in Philanthropy. No Comments on What Motivates Wealthy Individuals and Families to Give to Charity?

4 common reasons why wealthy individuals and families give back. Some, if not all, may resonate with you and inspire you to add your influence in making a real difference in the lives of people in your community and beyond.

I Want to Invest: Where Do I Start? Who Do I Speak To?

Written by Bloom Investment Counsel, Inc. on May 9, 2022. Posted in Investing. No Comments on I Want to Invest: Where Do I Start? Who Do I Speak To?

Most of us were not taught about personal investing, either at home or in school—but it’s never too late to learn! Where do you start? Who do you speak to? This article provides a step-by-step process, along with a bonus tip on an investing habit that will almost effortlessly contribute to your long-term financial wellbeing.