This week, our team received an email from a client in response to an in depth conversation regarding withdrawals from their account. The email requested that we transfer $50,000 to their accountant’s bank account for yearly record keeping. Upon a review of the request, we confirmed there was no external account link to their… Read more »
Although money may not be able to buy you love, apparently it can buy you more satisfaction with your life. A new study conducted by Matthew Killingsworth, a senior fellow of Penn’s Wharton School, refuted the common wisdom that “money can’t buy happiness.” While past studies have concluded that a higher income generally improves… Read more »
In a previous post, we explained how utilizing Apple Pay on your iPhone, Apple Watch, or other Apple products can offer a more secure approach to credit card payments. Since that original post, we received multiple questions from clients requesting more information. Just to recap, Apple Pay is a contactless payment technology designed specifically… Read more »
Since 2015, Apple Pay has been offered as a safer and simpler solution for making purchases. All you need is an iPhone 6 or newer to securely make purchases in the U.S. and abroad with no fee. How It Works Apple Pay is a contactless payment technology designed for Apple devices that allows you… Read more »
2020 was a year to remember if you held shares of stocks like Zoom Video Communications (ZM) +350%, Tesla (TSLA) +600%, and Moderna Inc. (MRNA) +500%. Returns like these are reminiscent of the dog that always chases cars. You wonder what the dog would do if he ever caught one! It’s the same thing… Read more »
If you’ve been living in your home for any length of time you have probably accumulated a lot of STUFF in your garage, basement or attic. You may have saved items for a future that never came, or just hung onto things for sentimental reasons. The trigger for cleaning up our act is usually… Read more »
It wasn’t that long ago that the market fell out of love with the Big Tech IPO. In May of last year, Uber Technologies priced its IPO at the low-end of its expected range, and the shares still fell more than 7% on their first day of trading. The shares then fell by another 30%… Read more »
Needless to say, you may be spending more time cooped up at home and may have noticed areas needing attention such as outdated flooring in a bathroom, or the kitchen remodel you’ve secretly been longing for. Being comfortable in your surroundings can contribute positively to your mental health. According to HGTV, the average full… Read more »
Clients typically engage our services to help them craft a plan that explores their life’s possibilities. While having a plan is important, sometimes the little things can have a powerful impact on financial outcomes, as well as the relationships that our loved ones have with their finances. This week a WSJ reporter asked for… Read more »
