When I meet with a client to discuss their financial plan – whether we’re developing a “new” plan or having an annual review – an important part of the conversation centers around the investment plan. How are their financial resources going to be invested to meet their wants, needs and wishes for the future? And
At today’s meeting of The Federal Reserve Board a decision was made to not increase key interest rates in the U.S. economy. A rate increase is still expected sooner than later, and it will be the first rate hike since 2006. Analysts generally agree that the pace of future rate hikes will be more important
WBIR: Certified Financial Planner Paul Fain explains why the crazy market this week may have been a good thing for investors.
The recent shutdown on the New York Stock Exchange was reminiscent of the 2010 “Flash Crash” when computerized selling sent the stock market into a tailspin and an abrupt stop to trading. This time, the NYSE reported that a software glitch suspended trading. Should there be short-term or long-term concerns for investors? Paul Fain CFP®
While recently participating in a professional education conference, I attended a session on the subject of women and investing. Going into it, I expected a discussion around communication styles or financial planning needs that might be unique concerning female clients. However, I quickly realized that the speaker’s topic was actually around the research showing that
Sustainable, responsible, and impact investing (SRI), which is a discipline that avoids or favors certain investments for moral or ethical reasons, has become big business, with an increasingly wide range of options for investors. SRI consists of three main parts: screened investing, shareholder advocacy, and community investing. In the 1970’s, a new era was emerging
It’s always a “smart” investment strategy… When trying to establish an individual’s net worth, most people think first and foremost about financial capital—how much someone’s house is worth or how much money he or she has in the bank. There is, however, a second component to personal and professional value that’s a little more difficult