Are you ready to hit the ground running in 2020 with your finances? The new year is a great opportunity to think about annual goals and action items for the next 12 months. Here are six financial best … [Read more...]
Protecting What’s Yours (While You’re Alive)
There are many ways you can end up unavailable to make critical financial or healthcare choices for yourself or your loved ones. If you haven't documented your desires in advance, the outcomes may not … [Read more...]
What Is Liquidity?
"Liquidity is like oxygen. You don’t notice that you need it until it’s not there." What is "liquidity" and why should it be a consideration when crafting your overall financial plan and investment … [Read more...]
The Index Bogeyman
Index funds have garnered a lot more attention from the financial media and investors alike in recent years. The increased popularity of passive investment strategies has provoked the question by … [Read more...]
Money Management Lingo
Here at Delap Wealth Advisory, we are always striving to help our clients feel powerful and knowledgeable when it comes to their finances. Often, we take for granted that everyone knows what a … [Read more...]
The Dow Jones Industrial Average is Killing the American Investor One 500 Point Drop at a Time
Now that we have your attention… Every time you hear on the news "The Dow Jones Industrial Average dropped 500 points" do you feel a sense of foreboding and your blood pressure starts to rise? … [Read more...]
What Is Asset Allocation?
"Buy Right and Sit Tight" Great advice, but it's easier said than done. How do you know what is "right"? How much should you put in one investment vs. another? If I sell, when … [Read more...]
Six Financial Best Practices for 2019
Are you ready to get a head start on your 2019 finances? The new year is a great opportunity to think about annual goals and action items for the next 12 months. Here are 6 financial best practices to … [Read more...]
Why Should You Diversify?
US stocks have outperformed international and emerging market stocks in recent years. Some investors might reconsider the benefits of investing in stocks outside of the United States. However, … [Read more...]
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