Sometimes I get a question from multiple clients in a short period, suggesting to me that it’s on people’s minds.
Lately, I feel like I’ve been answering a lot of questions about something called “dollar-cost averaging” — from clients and even from Barron’s.
We all face hundreds of choices each day — from the products we buy to the causes we support and the lifestyles we live.
The megahit Barbie movie — in which director Greta Gerwig gave the iconic brand a subversive twist — has a lot of people talking about feminism, female stereotypes and women’s empowerment.
For many of us, money is a taboo subject within the family. But financial conversations can also be important and even necessary. What do existing estate plans look like? Do older generations intend to contribute to grandkids’ college or wedding bills or give everything to charity? Do family elders have enough to support themselves without family assistance? Do we need to add “financial support to parents” to our own financial plan?
The news – coming at us from every channel, broadcast, blog, or tweet – can sound scary and grim. Inflation, potential recession, rapidly rising interest rates, the wildly gyrating stock market … It’s enough to make us want to tune out the news completely or throw our investment statements in the shredder unopened.
Join Perigon for our next Women's Conversation Circle. BY: Rachel Elson, Mary Ballin, Andrea Hamilton, and Anne SappDate: Thursday, February 24, 2022Where: Online via Zoom – we'll send out a conference link the week of the circleTime: 4:00pm – 5:30pm Pacific TimeRSVP:...
How to use a donor-advised fund to get the most tax bang for your charitable buck.By Rachel Elson, CFP® Wealth Advisor, Perigon Wealth ManagementDon't give to charity for the tax benefits: Give because you're committed to using your money for an important cause. But...