Vistica Blog
Coronavirus and Your Investments
Recent outbreaks of the novel coronavirus (a.k.a., COVID-19) outside of China has raised concerns about the virus’ containment. This heightened concern sent global stocks quickly lower over a few trading days as investors assess the potential impact of the virus on the global economy.
Why Dismissing Social Security in Your Retirement Plan Is a Mistake
BAM Wealth Advisor, Jarrett Simpson looks at why retirement savers who are too cynical about or ignore Social Security are likely selling the program short.
Your Home Is a Personal Asset
BAM Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment.
New Rule: All Purchases Subject to a 7-Day Mental Quarantine
Cutting the clutter. Carl Richards on his new rule to subject all purchases to a 7-day mental “quarantine".
Important To-Do's Before Sending Your Child Off to College
Wealth Advisor Ken Rosenbaum looks at some essential financial tasks and other important to-do's you may have overlooked as the first day of a new academic year approaches.
The Trouble with Convenience
BAM Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life.
Financial Planning for Investors in Their 40s
Tim Maurer goes on CNBC’s “Power Lunch” to talk about what financial steps investors in their 40s should take first.
Planning a Successful and Meaningful Life in Retirement
Planning for a successful retirement is about much more than just an investment strategy to fund your desired lifestyle. Larry Swedroe and Kevin Grogan’s new book “Your Complete Guide to a Successful and Secure Retirement” takes it a step further and focuses on planning for a meaningful life in retirement.
Does Money Buy Happiness?
Larry Swedroe, Chief Research Officer for the BAM ALLIANCE, looks at why understanding how wealth affects happiness can play such an important role in retirement planning.
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