wealth protection

Finding Yield for Short-Term Investments

2022-10-20T15:16:22-04:00October 20th, 2022|

By Alex Albert, CFP® Highlights Interest for high-yield savings accounts and CDs are on the rise Bonds and treasuries are worth close consideration Estimated read time: 3 mins The Federal Reserve is fighting tirelessly to control inflation by aggressively raising the Fed Funds (short term) interest rate, and letting longer-term rates rise as it [...]

Protecting Hard-earned Assets

2021-07-29T13:05:51-04:00July 29th, 2021|

Estimated read time: 2 mins When we give thought to our personal wealth, we naturally think about how to spend and grow our money, but neglect protecting our assets from lawsuits, creditors and, in certain situations, our own family members. Doctors, corporate executives, and those in other litigation-prone professions are not the only ones [...]

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