Financial Planning for Millennials

Financial Planning for Millennials | Where To Start, and How To Secure Your Future

Glass Jacobson Wealth Advisors Personal Finance, Investing Leave a Comment

While the future might seem far away and your student debt insurmountable, the sooner you begin preparing for your future, the happier you’ll be. What you invest now could compound …

stock market

Is the Past Week’s Market Volatility a Signal to Sell? [October, 2018]

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Economic Update, Personal Finance, Investing Leave a Comment

During last week’s stock market sell-off, we saw a 5%, two-day drop in the S&P 500 index. But is this cause for long-term investor concern? A number of reasons have …

Compound Interest

Compound Interest: The Proven Investment Strategy [VIDEO]

Glass Jacobson Wealth Advisors Investing, 401k, Personal Finance, Retirement Plans Leave a Comment

This video on compound interest was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! *Return information sourced from vanguard.com. The estimated returns of …

Ponzi Scheme

How To Protect Yourself from Becoming the Next Victim of a Ponzi Scheme

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Personal Finance, Investing 1 Comment

Recent years have seen the emergence of financial fraud as a leading threat to investor confidence in the US financial system. These frauds are complex and sophisticated and can go …

10 Benefits of Consolidating Assets To One Financial Advisor

Marina Sidelnikova, CPWA®, MBA, MS Personal Finance, Investing 4 Comments

Many investors think their investments are safer if they have their accounts with multiple financial advisors (or multiple platforms). Don’t put all your eggs in one basket, right? In reality, …

Charitable Giving

Charitable Giving Tips in Light of the New Tax Law

Steven G. Albert, CPA, MST Tax Planning For Individuals, Tax Planning For Businesses, Tax Reform, Personal Finance, Investing Leave a Comment

In this post we’ll discuss how to maximize your charitable giving deduction in view of the new tax law. The new tax law increases the standard deduction for individuals and …