by SDP Team | Mar 8, 2017 | Financial Planning
Have you ever purchased anything on the spur of the moment (such as a dress or pair of shoes) and when you got the item home, you realized you didn’t really like or need it? Everyone wants to make smart financial decisions, but unfortunately sometimes people allow...
by SDP Team | Feb 27, 2017 | Financial Planning
How The Wealthy Harvest Losses For Gain As part of investing and advising and reviewing, family offices routinely look for ways to optimize their after-tax returns through tax loss harvesting. Below are some tips from the pros. Look for opportunity. Investors can...
by SDP Team | Feb 20, 2017 | Financial Planning
Emotion often drives our financial decisions, even when logic should. When we go to the grocery store, we seldom shop on logic alone. We may not even buy on price. We buy one type of yogurt over another because of brand loyalty, or because one brand has more appealing...
by SDP Team | Feb 17, 2017 | Financial Planning
It’s easy to feel elated by rising markets or discouraged by a sudden drop in prices. But what about erratic peaks and valleys? Rising waters may cause all boats to rise, but do you have what it takes to hang ten on the big waves? The truth is that you do. Volatility...
by SDP Team | Feb 13, 2017 | Financial Planning
There are very few things that people delay more than taking steps to improve their finances. It’s cliché, but I frequently compare getting financially fit to getting physically fit. We all know we should eat healthy and exercise regularly, yet most people don’t...
by SDP Team | Feb 8, 2017 | Financial Planning
How to Prevent Fear of Spending From Spoiling Your Retirement If you’ve got enough dollars, resist “spendaphobia.” Much of the advice on managing your finances in retirement focuses on controlling spending to ensure that assets last a lifetime. And...
