BY DAVID HALE, CFP®
What’s the right thing to do now for Investors? Perigon’s David Hale thinks there is no one-size-fits-all response.
Investors Hit the Panic Button: Best Practices for Approaching Today’s Volatility
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Financial Planning Articles
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Butterflies and the Tide
BY ERIC JARDINE, CFA
The Viral slowdown is changing the normal reaction function for markets. How should one act? #covid19 #markets
Suggestions for Long-Term Financial Health
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these...
Avoiding Bad Financial Decisions
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are...
Why Diversifying Your Portfolio is Important
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio. But as important as it is to build that portfolio, you should also ensure that it’s diversified. Why is a diversified portfolio so important? There are three key reasons why...
AICPA Highlights 6 Recent Personal Finance Trends
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test. Here are...
Should You Be Participating In Your Employee Stock Purchase Plan (ESPP)?
Before answering this question, it’s important to understand what an Employee Stock Purchase Plan (ESPP) is. An ESPP is a company sponsored benefit plan that allows employees to make after-tax deferral contributions that can be used to purchase shares of the company...
It’s Never Too Late to Save
Retirement can sneak up on you. At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits. Perhaps you’ve found yourself...
Finance Cost of Owning a Pet
Has a dog or cat grabbed hold of your heart? It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog or cat parents in minutes. With animal shelters across the U.S. frequently at their max, there are a record...
Avoiding Retirement Woes
How to Avoid Retirement Woes According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to save for retirement when we should, it appears that nearly half of all current...
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