We all want to confidently navigate the journey of life, and in order to do that, we must continue to invest in the one instrument that stands the test of time — ourselves. Partnering with the right resources, striving to be lifelong learners, and keeping mentally and physically fit are investments that pay off every time.
That’s why Personal Capital sponsors a magazine committed to the idea of building confidence and creating the best you at every step of your journey. Confident Money endeavors to tackle the issues that matter to you by sharing stories and insights that will help you stay poised and determined for life’s many challenges. (Subscriptions to Confident Money are free.)
In the latest edition of Confident Money, we talk a lot about trust: In “Hand in Hand,” we discuss building trust by talking about money with your partner; in “Rebuilding Trust with the Individual Investor,” we take a closer look into the meaning of trust between investor and advisor. Other topics include Socially Responsible Investing (SRI) and how to succeed with money management.
Hand in Hand: How Money and Marriage Combine When You Plan a Life Together
“For better or for worse, for richer or for poorer…” Sounds easy enough when those words, vowed by most every married couple, are spoken. But it’s always a good idea to take a little closer look at the “richer or poorer” portion of those vows. As life evolves, so do a couple’s financial concerns. Inevitably, financial topics will vary during the course of a relationship.
This is where the balanced budget and financial plan come into play. Couples need to have a clear understanding of how much they can afford to spend and how much they need to save. And these goals need to be viable. Read the Full Article…
Rebuilding Trust with the Individual Investor: How — and Why — the Process Has Changed
As normal as it may seem to today’s digitally-savvy consumers, there is a major shift in how consumers build trust with financial advisors. Ten years ago, firms acquired and retained clients primarily by establishing personal relationships through face-to-face meetings that might include an occasional dinner or even a round of golf.
So, what’s changed? The answer lies in part in renewed concerns over the lack of transparency into how the professionals who manage America’s retirement accounts are regulated. Read the Full Article…
Your 5-Step Plan to Money Management Success
It’s not rocket science — if you employ a smart spending strategy, consistent saving and effective investing, your dream of financial freedom is attainable. And, it doesn’t hurt to have a plan. In fact, any successful venture — personal or professional – starts with some structure. To help set you on the right path, Shannon Lynch, a Senior Financial Advisor at Personal Capital, offers five simple tips. Read the Full Article…
Why Socially Responsible Investing Matters to You
As the Director of Portfolio Implementation at Personal Capital, Brendan Erne has played a critical role constructing and managing Personal Capital’s Socially Responsible Personal Strategy, as well as building out the firm’s broader research team. Learn his thoughts on why Socially Responsible Investing is important to Personal Capital clients. Read the Full Article…
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