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Top 3 Secrets For A Healthy And Wealthy Retirement

Written by Bloom Investment Counsel, Inc. on January 17, 2022. Posted in Retirement. No Comments on Top 3 Secrets For A Healthy And Wealthy Retirement

As retirement approaches, you may be on the lookout for financial professionals and life coaches for retirement guidance around wealth and health. Even if you feel you don’t need their services just yet, it is never too early to think about the changes retirement will bring. In this article, we dive into our top three secrets for a healthy and wealthy retirement. Read about what some successful retirees do, and what you can do to follow in their footsteps and enjoy your retirement years.

The Future Cash Flow Strategy You Probably Didn’t Know Existed

Written by Bloom Investment Counsel, Inc. on January 16, 2022. Posted in Financial Literacy. No Comments on The Future Cash Flow Strategy You Probably Didn’t Know Existed

Between rental, earned, profit, royalty, dividend, capital gains, and interest income, there are a plethora of passive income (i.e. requiring minimal effort on your part) strategies that you can engage in to ensure you are always getting the most out of your capital. Let’s briefly go through the highlights of seven streams of income before diving into an EIGHTH stream of income which we like to refer to as the “secret” income stream.

Bloom Investment Counsel, Inc. Q4/21 Investment Market Commentary

Written by Bloom Investment Counsel, Inc. on January 13, 2022. Posted in Investment Market Commentary. No Comments on Bloom Investment Counsel, Inc. Q4/21 Investment Market Commentary

Watch M. Paul Bloom, CIO at Bloom Investment Counsel, Inc., discuss the key themes around the stock market influencing investment decisions, including coverage on how the market backdrop has changed rapidly over the last couple of months with Omicron and also over the few days with the release of the U.S. FOMC minutes.

6 Types Of Alternative Investments Every Investor Should Know

Written by Bloom Investment Counsel, Inc. on January 10, 2022. Posted in Investing. No Comments on 6 Types Of Alternative Investments Every Investor Should Know

With low interest rates and volatility in traditional stock and bond markets, some investors are seeking alternative investments to increase their portfolio diversification in the hopes of enhancing returns. What is an alternative investment, and what are some of the more common types of alternative investments? Here are 6 types of alternative investments every investor and financial professional should understand.

Estate Planning Checklist For High-Net-Worth Individuals

Written by Bloom Investment Counsel, Inc. on January 10, 2022. Posted in Estate Planning. No Comments on Estate Planning Checklist For High-Net-Worth Individuals

Formulating an estate plan can be daunting, but the process can add tremendous value to your overall wealth strategy, reinforcing your financial peace of mind and ensuring your legacy. To help guide your estate planning process, we have developed an estate planning checklist, organized into 4 key steps.