by Jeffrey Barnett | Mar 31, 2019 | Uncategorized
These excellent estate planning tips for couples and surviving spouses appeared in the March 30, 2019 edition of the Wall Street Journal. I’m posting the key tips and a link to the article for easy reference. Take key steps for advance planning: ☑️ Hire an...
by Jeffrey Barnett | Mar 10, 2019 | Uncategorized
Stocks Power Portfolio Values Over Long Periods There are 3 major factors to consider when contemplating your asset allocation: timing, risk tolerance, and to a lesser extent, valuation. This question is on people’s minds no matter what the stock market is...
by Jeffrey Barnett | Feb 8, 2019 | Uncategorized
One of the major inputs for retirement planning is how long you expect to live. Retirement calculators ask you to forecast your lifespan or number of years living in retirement. It’s a necessary input because longevity informs the estimated number of years your...
by Jeffrey Barnett | Dec 28, 2018 | Uncategorized
Fintegrity’s investing philosophy is grounded in behavioral finance, understanding that emotion and psychology play a role when investors make decisions, sometimes causing them to behave in unpredictable or irrational ways that create opportunities and deviations from...
by Jeffrey Barnett | Sep 16, 2018 | Uncategorized
Millions of Americans reported being adversely impacted by identity theft. According to the US Federal Trade Commission (FTC), identity theft was the second largest consumer complaint (after debt collection) in 2017. The most frequent type of identity theft is credit...
by Jeffrey Barnett | Sep 8, 2018 | Uncategorized
Nearly 60% of Americans have no will, according to a recent survey by Care.com, creating difficulties for heirs when settling estates. More important, people with dependent children need a will to designate a guardian. Yet, they are less likely than average to have a...
