Refreshing Snippets
Understanding Your Investing Behavior
It’s critical that an advisor, such as Refresh Investments, understands the emotions inherent in investing, including your level of worry and your reaction to loss. To get at that, we need to look at the behavioral aspects of financial planning and investing.
Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list so you can keep more of what you make and have more in the future.
Women & Cash - Is Holding Too Much a Good Thing?
Women tend to hold more cash, but holding too much cash limits wealth growth in the long run. Wealth creation is particularly important for women as they face additional financial challenges that men generally don’t.
Five Things to Know About Taxes in Retirement
Many retirees assume that expenses, such as spending and taxes, will go down once they leave the workforce. However, this isn’t always the case.
Is a Target Date Fund Right for You?
Target date funds offer investors the ability to create a risk-appropriate asset allocation across multiple asset classes that automatically rebalances over time. While target date funds do have some unique attributes that can make investing for retirement on your own a little bit easier, limiting yourself to this type of investment may impact the amount of control you have in the long run.
The New Value of Advice: Women Want More
With the rise of the fiduciary, fee-only model, a new wave of service offerings and client relationships in the financial advice industry are focused on a more holistic approach – and they are available to everyone.
Your Portfolio Asset Allocation - The Long and the Short of It
Determining your portfolio goals and your risk tolerance is the first step in creating an investment strategy. The next step is to deploy the investment strategy by mapping out an asset allocation.
Make Your Kids Money-Smart
It’s not about how much money you have to pass on to your kids – it’s about passing on money-smarts.
How to Find the Right Financial Advisor - Free Download
It’s no secret that the financial services industry is very confusing! Many people wonder when is the right time to work with an advisor, which ones they can trust, and who is the right match for them?
7 Ways to Conquer Your Money Fears
Our passion is to help our clients conquer their money fears by meeting them right where they are in their financial journey. Below are seven suggestions for how you can conquer your money fears and start feeling more confident about your financial life.
3 Reasons Women Should Be Involved in Money Conversations
It’s a big financial mistake for women to defer investing and financial planning to their spouse or partner. Continue reading to find out why women should be part of money conversations.
Buying Bonds in Today’s Markets
When is it a good time to buy individual bonds? In today's interest rate environment, buying bond mutual funds or ETFs may be the way to go.
Are Your Finances In Order For The Next Pandemic?
Getting your finances in order can be overwhelming for some, and a task others will often put off because they just don’t have the time to address it.