Sudden Money: Navigating the Complexities of Inheritance
Inheriting money can be a double-edged sword. While it can provide financial security and opportunities, it may also come with difficult emotions attached. As a financial advisor, I’ve seen firsthand how challenging it can be to navigate the intricacies of managing a sudden windfall, especially when it comes in the wake of a loved one’s […]
Navigating the Financial and Emotional Terrain of Egg Freezing: A Deep Dive into Costs, Coverage, and Considerations
As women continue to make strides in their professional lives, the question of family planning becomes increasingly complex. With career advancements often taking precedence in early adulthood, many professional women find themselves facing the reality of fertility decline as they approach their mid-thirties and beyond. In this blog, we’ll delve into a specific aspect of […]
Currency Effects on Non-U.S. Stock Returns
It’s no secret that over the last 10 years, non-U.S. stock returns have trailed U.S. stocks. However, you might not know that, from the perspective of U.S. investors, non-U.S. market returns over this period have been meaningfully affected by something other than the stocks themselves — currency. When U.S. investors buy foreign stocks, they become […]
The FOMO Worth Your Attention
FOMO. Fear of missing out. It’s the acronym for a behavioral phenomenon where people worry they’re missing out on something important they believe may help improve their lives — information, the novel features offered by the latest smartphone or the desire to be part of an exciting shared experience like a pop star’s three-hour concert. […]