Enjoy Your Golden Years: Smart Retirement Planning Strategies to Implement Now
Planning for retirement requires setting goals for your future, examining investment options, and considering tax implications. Careful retirement planning is a must for wealth preservation, especially when considering extended lifespans, economic unpredictability, and shifting familial goals. However, you may be grappling with a range of challenges, from deciphering the myriad different investment options to aligning your current needs with your long-term retirement goals. We all need accessible strategies for retirement planning, tailored...
Embracing Behavioral Finance for Enhanced Investment Management with Avior Wealth Management
We all have biases that drive our decision-making, and that includes financial decisions such as investment management. Learn how psychology and finance intersect with investment strategies and some of the most common financial biases and how to address them. Psychological factors influence just about every decision you make, whether you’re aware of it or not. This is also true for finance – our emotions and inherent biases govern our financial decisions,...
Securing Your Legacy: Key Considerations for Estate Planning
Discover the importance of estate planning, unravel its key components, and learn strategies for smooth wealth transfer and tax optimization. Many people think that estate planning is only for the wealthy, but that's simply not true. Everyone should have an estate plan, regardless of their age, wealth, or marital status. Think of it like drawing a roadmap for your future. It helps you ensure that your wishes and loved ones are...
Why Bonds Are Increasingly Attractive for Long-Term Investors
The bond market has had a better year in 2023 despite ongoing swings in interest rates. The U.S. Aggregate bond index has rebounded 2.7% year-to-date after briefly hovering in the red a few months ago. This is because inflation continues to improve and many investors believe the Fed is not only done raising rates but may begin cutting next year. This is also in stark contrast to 2022 when the...
