Insights
From the Team
Our thoughts on finances, planning, and life in general.
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Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the...Recent Insights
Welcome back, Jenn!
After a 7-month hiatus to care for her newborn baby girl (Brooke), Jenn is coming back to the office part time. She will be working a handful of hours each week and focusing her time on our Jimmy Fund Golf tournament (Monday, September 23rd) and helping to improve our systems for a better overall client…
Making Cents: The Wisdom of Rebalancing Portfolios
For most investors, their portfolio starts out with an allocation amongst a few different asset classes. There may be large and small U. S. Equity, U. S. and foreign debt, large and small foreign equities, real estate and so on. The goal for most investors is to start with a portfolio that is broadly diversified…
Making Cents: Beneficiary Planning for Senior Citizens
It is second nature for many senior citizens to save as much as possible. These same seniors are such savers, that they are equally reluctant to spend any of their savings. This natural aversion to spending also applies to their retirement accounts. Whether the retirement account is a pension, 401K or an IRA, holding on…
West Coast Eats
Most Monday mornings when catching up with my fellow Napier team members, I find myself stealing the phrase ‘I spent the weekend eating as if I were going to the electric chair.’ It’s shameful, since I value healthy practices of all kinds, but I also give myself some slack since visiting different areas and their…
Special Delivery
About a month ago while at my Nonna and Nonno’s house for Sunday dinner, Nonno approached me with a very specific request; to order him an electronic meat slicer. For a normal grandfather request this may seem odd, however, nothing surprises me when it comes to my family and food. I’m sure my Nonno was…
May 2024 Investment Update
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Legal counsel should be consulted for specific advice or recommendations about any individual’s personal legal circumstances. Investment and financial planning advice offered through US Financial Advisors, a Registered Investment Advisor.