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Search Results for: Finance Management Made Easy

Teaching Children Financial Literacy
by Alex Beale
…the right way. Without learning money management skills at home, your kids are going to be in for a few nasty surprises when they get older. Are you worried about…
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2019 Q3 Market Commentary
…– 1.9% 8.1% Source: Barclays, Bloomberg, FactSet, FTSE, MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Global Agg: Barclays Global Aggregate; Small cap: MSCI…
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2Q2020 Market Commentary
…26.8% -12.7% 24.7% MSCI EM 18.9% -9.7% 18.2% Source: Barclays, Bloomberg, FactSet, FTSE, MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Cmdty: Bloomberg UBS…
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Q3 2020 Market Commentary
…MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Cmdty: Bloomberg UBS Commodity Index; Global Agg: Barclays Global Aggregate; Growth: MSCI World Growth; Value: MSCI…
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Global Market Commentary: Second Quarter 2022
…NASDAQ is down 30.3%; and The Russell 2000 is down 24.8%. Positives Patriot is in its 29th year helping clients achieve their financial goals and assisting them in the management…
Read MoreCarol Ann Travis
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Carol Ann brings over six years of experience in business management and administration, along with two years in the RIA space. As a key member of our Client Service Team…
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Retirement Strategy: Money & Longevity
by Alex Beale
…topics like income planning, investment strategy, and risk management, translating your retirement vision into a clear, actionable path. https://www.rbcwealthmanagement.com/en-us/insights/will-you-outlive-your-money-in-retirement-3-risks-to-plan-for-now https://www.npr.org/2022/02/19/1081875948/inflation-has-many-retirees-worried-about-outliving-their-savings https://www.cnbc.com/select/what-is-the-4-percent-retirement-savings-rule/ This content is developed from sources believed to provide…
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Is “Temporary Retirement” The Newest Trend?
by Alex Beale
…with loved ones Preventing career burnout Time for creative exploration Providing a new perspective on work Skill development Time management Cultural enrichment Financial awareness and discipline Work-life balance Is Temporary…
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The Benefits Of Financial Literacy For Teens And Young Adults
by Alex Beale
Financial literacy is more than just a valuable skill—it is a necessity. Many young people enter adulthood without a solid understanding of money management, which can lead to long-term financial…
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