WISE WEALTH
Asset Allocation: Annual Rebalancing Steps to Align Your Risk Tolerance and Goals
As you begin to anticipate 2023 year-end statements, it will be tempting to focus on how well the markets performed. But especially because of this year’s solid market performance, it would be a safe bet that many investors need to consider rebalancing because they...
What The Genius Charlie Munger Taught About Investing (1924 – 2023)
In the realm of investment moguls, few names reverberate as loudly as Warren Buffett's. Yet, often overshadowed in the limelight was his esteemed partner and the lesser-known genius, Charlie Munger. Munger – whose passing on November 28, 2023, at the age of 99 marked...
The Biggest Issue Facing Employees Today
The current economic landscape, with its rising living costs and lingering student debt, has shifted employees' financial stress points. Recent studies, including Buck's "Retirement Readiness 2023" report, illuminate a stark reality: the immediate financial burdens...
Reflecting on 2023’s Extraordinary Events and Building Financial Resilience for the Future
The year 2023 has proven to be a rollercoaster of extraordinary events, each leaving an indelible mark on our collective journey. From unexpected natural disasters to unprecedented financial shifts, the twists and turns of this year have demanded adaptability, growth,...
Reasons For and Against a 2023 Santa Rally
The Santa Rally is a phenomenon in financial markets characterized by a surge in stock prices during the last week of December, continuing into the first few days of January. This seasonal upturn often brings cheer to investors, as it has historically boosted market...
Protect Your Home Through the Seasons
As the seasons change, so do the risks your home faces. To ensure adequate protection, it's crucial to review your homeowners insurance policy and consider adjustments based on the specific risks of each season. Winter: Protecting from the Cold Review Your...