Money Matters With Greg Blog

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs.

If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but what exactly is the deal with Robo Advisors?

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about finances.

Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick to your gut, realty hits. Your takeaway earnings are almost always way lower than what you expected.

This was the recent letter we sent out to clients about the recent moves in the market. Hope these words help to answer questions you might have in regards to the past week. 

February 6, 2018

Dear Valued Investor:

This was the recent letter we sent out to clients about the recent moves in the market. Hope these words help to answer questions you might have in regards to the past week. 

February 6, 2018

Dear Valued Investor:

So you’ve got your degree, now what?

If you’re a fan of political dramas on televisions, you’ll know that the turbulent world of politics has an affect on the global financial markets. But what about in real life? How much does art - if you can call shows like Scandal, Veep, and House of Cards art - imitate life, and vice versa?

Kid going to college? Go get these documents!

Congratulations! Your awesome son or daughter is now starting a new path.  You might be sentimental while they are packing the hatchback or truck as fast as they can.