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HAS COVID INFECTED STATISTICS?

HAS COVID INFECTED STATISTICS?
Are stocks overvalued? Is the market about to crash? The answer today is the same as it is almost every day: it depends on who you ask.

PLANNING FOR FINANCIAL EMERGENCIES

Every logical plan has a starting point and an end goal, and this reasoning is applicable to Financial Planning. Particularly when I work with prospective new clients, the starting point of our analysis is to establish a strategy for emergency funding. Until a household is ready to navigate through tough times, it is generally not prepared to begin investing more broadly. Each household should have an emergency fund.

INVESTMENTS IN TRANSITION: OPTIONS FOR OLD RETIREMENT PLANS

INVESTMENTS IN TRANSITION: OPTIONS FOR OLD RETIREMENT PLANS
It happens to most of us. You change jobs and, say, five years later you change jobs again. As you progress through your working years, a breadcrumb trail of old retirement plans begins to accumulate. What options are available for these accounts as you transition.

An Introduction to Liberty Tree Asset Management

Because it will launch as part of our new website, I’ve spent a lot of time thinking about the appropriate content for this first blog post.  There are numerous things that I would like to write about in the coming weeks and months—including deeper dives into some of the things that I intend to discuss in brief today.

KEEP YOUR SAVINGS RESOLUTIONS IN 2021

KEEP YOUR SAVINGS RESOLUTIONS IN 2021
With only a few days left in 2020, it is the time of year where many people chose to commit to a life changing goal. If you’ve made one, have you resolved to work out more? Read more? Or, like many Americans, are your New Year’s resolutions fiscal in nature?