Blog tagged as Investing

Inflation Is Up – What Does That Mean For You?

04/14/2022 11:27 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

With inflation the highest it's been in over 40 years, what does it mean for you and is there a solution?

Cryptocurrency Stablecoins as an Alternative to Low Interest Fixed Income Investments

04/01/2022 08:39 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Inflation is high. Cash and fixed income don't earn much in terms of interest. Stablecoins may be a solution for some investors to protect their principle but earn a yield that's equal to or greater than inflation.

How March Madness Is Like Investing

03/16/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.

Dealing with Unexpected Expenses in Retirement

02/15/2022 08:17 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

You might be able to plan for many of your retirement expenses, but there are likely going to be unexpected things that come up.

Thinking of Investing During the Market Downturn? Consider These 5 Things First

01/24/2022 10:23 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The market downturn could be a beneficial opportunity for some investors. Should you be taking advantage of today's bear market?

Investments Keeping You Up at Night? Managing Stress During Market Volatility

01/14/2022 10:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Handling investments during a volatile stock market is stressful. Consider these financial stress-management tips before letting investment anxiety get the best of you.

Give the Gift of Financial Knowledge: The Best Books for Young Investors

11/29/2021 10:26 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

These books will help young (and young at heart) investors understand what it means to be financially successful.

What Is the Difference between SRI and ESG Investing?

11/19/2021 08:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.

2022 Contribution Limits

11/17/2021 08:06 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Preparing for retirement got a little more room as the IRS announced new contribution limits for 2022. Here's a look at the new limits.

Tax Planning in Turbulent Times

11/16/2021 08:21 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know?

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Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Escient Financial makes no representation as to the completeness or accuracy of information provided at these web sites.

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* Investing in digital assets and cryptocurrencies involves a greater amount of risk due to increased volatility and different or less regulation than exists for traditional financial investments. The future of digital assets and cryptocurrencies is uncertain and highly speculative and should be considered only by investors willing and able to take on the risk and potentially endure substantial loss.

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