After passing all 3 exams on the first attempt, we’re excited to announce that Chase Snyder is now a CFA charterholder, one of the highest distinctions in the investment management profession.
In a 2022 survey, consumers were first asked to quickly estimate how much they spend on subscription services each month, then a while later, they were directed to break down and itemize their monthly payments. On average, the consumers' actual spending was $219 per month, about 2.5 times as much as the $86 they originally guessed.
In this edition, we invite you to embark on a journey of financial discovery. We understand that finance is not just about numbers and markets; it’s about your dreams, aspirations, and the life you want to build.
If you've recently received an inheritance, you may be facing many important decisions. Receiving an inheritance might promote spending without planning, but don't make any hasty decisions. Here are some suggestions that could help you manage your inheritance.
In 2023, an estimated 4.9 billion people use social media and the number keeps growing. Whether it’s to find a place to eat, stay in touch with friends or family, or connect with industry peers to gain knowledge for your career growth, social media has a platform for you and your interests. But are you being safe with divulging your personal information?
Have you heard the term “stresslaxation” before? It affects some people, especially high performers, who have a hard time relaxing. It strikes when they’ve finally taken time away from work and other responsibilities to engage in self-care activities – but can’t get in the headspace to actually enjoy them.
Family often shapes who we are and what we become. For me, I grew up as the youngest of four brothers. My dad was a farmer, and my mom was a homemaker (a full-time job with four boys). While we did not live on the farm, I spent most summers helping wherever needed. On a farm, there is always something that needs to be done - mowing, weed whacking, cleaning out containers - the list goes on. These were just some of the jobs that needed to be done during the “off-season”.
You're beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.
The youngest members of the family might seem the most informed on today’s tech – but that’s not always the case. Preparing the next generation for everything, even deterring cybercriminals or tracking down lost devices, is still the responsibility of older generations. These tips can help shield young people from online danger.
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.
