Clients are asking me about the “market melt up.” Bear with me on this one. The next two sentences are sticky for a reason. I’m going to tell you what you need to know. But, I’m also going to tell you what you need to know to understand what you need to know. That is, […]
A great gift registry idea is a college savings account. My son was the first grandchild on one side. As a result, we received tons of toys and clothes that weren’t on our registry. It looked like we had eight kids instead of one. We ended up returning or donating a lot of brand new […]
Over 70% of the nation’s wealth belongs to people over the age of 50. And, I’m not calling 50 old or elderly . . . This statistic is just to drive home the point that people over the age of 50 have more assets to target by anyone who wishes to take advantage. Let’s say […]
Let me first say that, if any neuroscientist reads this, I’m not one. This is a very basic account of the brain and how it can affect investment behaviors. According to an annual study conducted by a company called Dalbar, in the 20 years from 1997 to 2016, the average investor gained a tiny average […]
The IRS has released information that will be helpful to Hurricane Harvey victims. While Respire Wealth Management, LLC does not provide tax advice, we can advise you to keep your receipts and remember to talk to your tax advisor at the end of the year. Some useful relief measures from the IRS.gov site are: Individuals […]
