4 Considerations for Retirement Asset Allocation
As retirement nears, you’ll want to understand asset allocation and make the most of your available retirement funds. Start here.
Understanding Financial Advisor Fees: What Am I Paying For?
Understanding Financial Advisor Fees One of the most discussed topics in the wealth management world is the various fees and costs families and individuals incur when working with an advisor. It’s important to understand exactly what you’re paying for, where those fees come from, and what questions you should ask during your next meeting with […]
What is wealth management?
In the context of what we do at Good Life Asset Strategies, wealth management goes hand-in-hand with all our services.
Our wealth management clients are typically current or potential high-net-worth individuals. Not sure if you need wealth management help? Learn more by reading the full blog post.
3 Reasons to Take Another Look at Index Funds
Learn more about index funds: what they are, why we like them, and why you might want to give them another look.
A Simple Primer on Investment Dividends
Understanding investment dividends can help you make wise decisions that maximize your assets when you need them most.
A Quick Guide to the Capital Gains Tax
A 4-step guide to understanding and calculating your capital gains tax.
Know Your Terminology: Shorting a Stock
Know Your Terminology: Shorting a Stock If you want to become a sophisticated investor, or at least sound like one, you need to learn the language. The lingo matters. You need to know and understand the basic language investment advisors and professional traders speak. Learning the language will help you at dinner parties or around […]
Know Your Terminology: Drawdowns
Know Your Terminology: Drawdowns Thank you for returning for the fourth installment in our “Know Your Terminology” series, or if you are new, welcome. We’ve already discussed several types of investment types and their associated tools and strategies. Today I want to focus on one term you need to understand, “drawdowns.” What are drawdowns? In […]
What are Income Structured Notes?
Income structured notes are a type of investment product that can provide investors with an opportunity to earn a regular stream of income. These notes are designed to provide investors with a combination of fixed income and equity exposure, making them a popular choice for those looking to diversify their portfolios. Primary features of income […]
Know Your Terminology: The Difference Between Active and Passive Investment
Know Your Terminology: The Difference Between Active and Passive Investment Welcome to the third installment in our series on the jargon used by financial advisors and investment professionals. Now that we have covered the basics of investing and the two main types of investors, institutional and retail, let’s delve into the different approaches: active and […]