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 DJIA dropped 500 points", do you feel a sense of foreboding and your blood pressure starts to rise? Wonder if the stock … [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...]
Protecting Your Child from Identity Theft
Identity theft breaches continue to happen more and more frequently as thieves become more ingenious. About one year ago (9/2017), Equifax disclosed a massive security breach that compromised the … [Read more...]
Avoiding Financial Scams and Identity Theft Slams
In 2017, 16.7 million individuals were impacted by identity theft with damages totaling $16.8 billion. Identity theft crimes are common with no sign of the trend slowing any time soon. Check out our … [Read more...]
The ABCs to Education Investing
As children return to school, it's common for parents and grandparents to simultaneously contemplate the financial burdens of future college tuition. The annual cost in 2017-2018 to attending a … [Read more...]
Charitable Giving Under New Tax Laws
The 2017 Tax Cut and Jobs Act (TCJA) has created incredible tax planning opportunities for proactive investors. Generous investors might want to specifically explore new planning strategies to … [Read more...]
The Vital Role of Rebalancing
Investors have a variety of financial risk management tools at their disposal to reduce portfolio volatility and improve financial outcomes. Prudent diversification is a tool that comes to mind for … [Read more...]