Do you work at Verizon? Get the resources you need and expert insights from financial advisors who specialize in helping Verizon employees make the most of their compensation package and benefits. Whether you’re a new Verizon employee or you’ve moved up the ranks into a management or executive leadership role over a multi-year career, it’s […]
Do you work at Boston Scientific? Get the resources you need and expert insights from financial professionals who specialize in helping Boston Scientific employees make the most of their compensation package and benefits. Whether you’re a new Boston Scientific employee or you’ve moved up the ranks into a management or executive leadership role over a […]
The patterns in ultra-high-net-worth portfolios are more consistent than most people expect, and recent research puts real data behind what we already see in practice. CEG Insights surveyed 350 ultra-high-net-worth investors, defined as those with a net worth of $25 million or more (not including a primary residence), covering their assets, risk tolerance, investment attitudes, and behaviors. […]
It’s easy to get excited about everything “out there” and forget all the local resources at your disposal. Retirees often have more programs and services available than they might realize. Not every benefit will apply to your situation, but it’s a good idea to know what’s available. If nothing else, having a good handle on […]
Ask ten financial advisors whether you should pay off your mortgage before retiring, and you’re likely to get ten different answers — and all of them might be right, depending on your situation. The conventional wisdom that responsible retirees enter retirement debt-free has real merit for some people, but for others it’s a rule that […]
If you’ve ever pulled up a college savings calculator and felt an immediate knot in your stomach, you’re not alone — and you’re probably not as far behind as you think. The benchmarks that investment firms publish are useful planning tools, but they’re built on assumptions that rarely match any real family’s situation, and they […]
It seems like a tempting offer; lower fees are certainly a benefit, as costs impact total return for investors. However, an early investor discount isn’t the only factor to consider (nor is it the most important) when deciding if a private equity opportunity is right for your portfolio. Before locking up a portion of your […]
You’ve talked about retirement. You’ve even run some numbers. But somewhere beneath the spreadsheets, there’s a question neither of you has quite asked out loud: Are we actually picturing the same future? In blended families, the answer is often no, not because anyone is being careless, but because each partner brings different obligations and a […]
Are you a member of the Public Employee Retirement Association of New Mexico (PERA)? Get the resources you need and expert insights from financial professionals who specialize in helping PERA members make the most of their compensation package and benefits. Whether you’re a new PERA member or you’ve grown in your role covered by PERA […]