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Speak Up! How Financial Conversations Can Provide a Richer Life

By | SignatureWOMEN | No Comments

Did you know that over two-thirds of Americans would rather talk about their weight than discuss their finances? And it’s even tougher for women to bring up the subject. According to the 2015 Fidelity Investments Money FIT Women Study, 80% of women have refrained from speaking about money with a significant other. There are many reasons for avoiding sensible conversations about finances. Some people find money talk to be “tacky”, some fear being judged by others, while many were raised to never speak about finances. However, open conversations about money, especially with loved ones can actually help women live a more secure – and more peaceful – financial life.

But how do you have those courageous conversations?  Kathleen Burns Kingsbury – a wealth psychology expert, founder of KBK Wealth Connection, host of Breaking Money Silence and an internationally published author and speaker – offers timely tips on how to speak openly about money with those closest to you.

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The Gift of Travel: A Cure for Winter Blahs

By | SignatureWOMEN | No Comments

So, the winter holiday season is over and we still have a ways to go before true spring and warmer weather. We settle into a period of winter boredom with an overwhelming sense of “Now what?” We try to fill up the time by shopping for bargains and joining a gym, but it just doesn’t get rid of the blah feeling. It may be time to give yourself a gift — the gift of travel.

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News or Noise: Why have energy prices risen and what does it mean for energy stocks?

By | Asset Management | No Comments

Energy stocks remain one of our highest conviction holdings in the portfolio. This is based on the view broadly held across our research providers that energy related equities are significantly mispriced. Crude Oil prices rose to levels not seen since the first half of 2015 (both West Texas Intermediate (WTI) and Brent blend). Much of the explanation for the most recent move is the growing tension in the Middle East ─ as well as the upcoming meeting of OPEC ─ that is projected to continue with supply restraint ahead of the Aramco IPO targeted in 2018. But, the team at Knowledge Leaders Capital (KLC) posted last week that the more durable and structural explanation for higher prices is that “energy capex has been slashed, oil finds are at generational lows, inventories are improving, and demand keeps ticking higher.”

So, that helps explain the commodity price rise, but why are the stocks yet to fully reflect the move?

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New Beginnings, No Regrets

By | SignatureWOMEN | No Comments

While most people think of spring as a time for new beginnings, I’ve always felt that fall is mine. The hot and humid weather finally gives us a break, even if just for a few days; the school year begins; those who have disappeared for the summer reemerge; and, of course, football season is here! We get the feeling we could reinvent ourselves. We could take those classes, plan that trip, try for that new job… do all those things that either weren’t possible or at least were not as easy to do over the summer. It’s a time for all of us – regardless of where we are in life – to welcome the opportunities that come with fall.

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News or Noise: Does Federal Reserve “Normalization” Impact Me?

By | Asset Management | No Comments

This is a tricky topic. In the near term, we believe that Federal Reserve policy shifts are acting as “noise” to investors being overwhelmed by economic and market fundamentals. We believe this return to a more normal market is healthy, given that Fed policy has been a driving force in the economy for the past several years. However, it remains true that we are in unchartered waters. Market volatility could appear at any time, since the Fed is now shrinking their balance sheet and raising interest rates. How quickly and forcefully this shifting policy will impact the economy is unclear.

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Equifax Data Breach: 2 Steps to Help Protect Yourself

By | Asset Protection, Uncategorized | No Comments

A major cybersecurity breach was just announced by Equifax, one of the three major credit reporting agencies in the United States. Initial estimates by Equifax indicate that over 143 Million U.S. consumers will be impacted as hackers gained access to names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers.

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