Blog
Blog
Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More
We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
Read More
Blog
How Much Student Loan Debt Is Reasonable?
By: Janet Rhodes Friedman CFP® CDFA® Wealth Advisor – High student loan debt is a reality for many families. In fact, the majority of college students in the U.S. face debt when they graduate. According to Forbes, about 66% of borrowers who graduated from public colleges have student loan debt. This begs a few questions: “Is an expensive education really worth it?” and “How much student loan debt is reasonable?” Of course, the answers depend entirely on what you and your child value (and how much you’re willing to pay for the things you value). That’s why there are two...read the full article
Read More
Blog
Are You Prepared for Market Volatility?
By John Corron, Wealth Advisor – The longest bull run in market history continues and market volatility has been historically very low for years. All signs point to a stable global economy and continued slow growth. Central banks have financial markets and banking systems flush with liquidity and support if funding stresses arise. Nothing to worry about, right? An environment like this begs the question: Are you well-positioned to meet your goals if volatility returns and markets correct? Are you ready to handle market volatility? It’s the One You Don’t See Coming Rarely are market participants hurt by known knowns....read the full article
Read More
Blog
Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments
While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.
Read More
Blog
Answers to 3 Big Questions on Clients’ Minds
I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.
Read More
Blog
When and How to Find the Best College Fit for Your Child
By: Janet Rhodes Friedman CFP® CDFA® Wealth Advisor. “We can make it work when our child is accepted to their dream school.” I’ve heard this from parents too many times over the years I’ve spent as a financial life planner. Parents can be so committed to their idea of what their child’s education should be that they overlook some very important details. Although their motives are undoubtedly good and usually full of love, these parents often create future problems for themselves. In a recent post, we discussed how parents can talk to their kids about college financial planning and the...read the full article
Read More
Blog
How a Donor-Advised Fund Can Help Your Charitable Giving
Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:
Read More
Blog
Better Health – Greater Wealth
By John Corron – As 2020 picks up steam, New Year’s resolution lists are typically at their fullest. Aspirations for better health regularly find their way to the top of major commitments that many plan for in the year ahead. Many of us know how it feels to have the excitement of sticking to a new, healthier routine slip away as distractions pull our attention away from what we know is best for our minds and bodies. To stay committed to these goals, triggers must be in place to remind us why they are personally important and desirable in the...read the full article
Read More
Blog
How to Use a Trust as a Financial Planning Tool
Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.
Read More
Blog
Abaris Financial Group’s Charitable Board: Who We Support and Why?
By Abbey L. Henderson, CFP®, RLP®, CPCC® Here at Abaris Financial Group, supporting our local community is one of our core values. We find that it draws our team closer together as it gets us talking about things that are important to us. We discover each other’s core values and what we want to do to make a difference, whether it’s volunteering our time or our money. That’s why our staff, friends and clients come together a couple of times a year to be part of the AFG Charitable Fund. We donate a total of $10,000 each year to local...read the full article
Read More