Do you ever feel like you’re handling your finances all alone? Trying to budget for the month while also juggling retirement funding? Sometimes it would be nice to have someone in your corner to help make the big decisions and parse through all the financial jargon (what’s the difference between a Traditional and Roth IRA... Continue Reading →
Did you know that, on average, people who work with financial advisors can get returns that are about 3% better than those who go it alone – even after accounting for the advisor’s fees and expenses? While 3% might not sound huge in theory, if you have $1 million in assets, that’s an extra $30,000... Continue Reading →
Financial advisors can seem intimidating, and maybe you’re under the impression that advisors are reserved for only the ultra-wealthy. In reality, nearly anyone can benefit from working with a financial professional. If you’re wondering what value a financial advisor can bring to the table, you’re not alone. Read on to discover how an advisor can... Continue Reading →
When it comes to taking control of your finances, a financial advisor can be a great addition to your team. They offer insights and access to the investment world that most people aren’t privy to – they’re basically a power-up for your financial plans. At the same time, it can be stressful choosing an advisor.... Continue Reading →
Have you checked in on your retirement accounts lately? Did they make you want to cry? If so, you’re not alone – in fact, most are experiencing some investment woes at the moment. That’s because we’re experiencing what’s called a bear market. No, not a grocery store that sells teddy bears (but we wish). Let’s... Continue Reading →
So you want to manage your money, but you’re not exactly sure where to start – or even what the term “money management” includes. Whether you’re taking the first steps in money management or are already well on your way, we’ve got you covered with the strategies and tools you need to take your finances... Continue Reading →
Here at Lasso, we love featuring financial advisors who really get it, and this week’s article is no different. This piece was co-authored along with Robert Schultz of Rollins Financial Advisors Did you know that more than 150 million individual tax returns are filed every year with the IRS? With every American adult required... Continue Reading →
The new year is a great time to take a look at your finances and set new financial goals, especially for the 81% of young adults that plan to own a home. Unfortunately, nearly 20% of those millennials plan to dip into their retirement accounts to fund the down payment—but it doesn’t have to be... Continue Reading →
Millennials: Much has been written about you. You've had all sorts of labels put on you (both good and bad) that ultimately seem to indicate millennials are a unique generation. But is this true for your finances? While there is much to say about what makes millennials special, the truth is that you are faced... Continue Reading →
We know that investing can often feel like a black box and a daunting undertaking. But believe it or not, you don’t need to gain all the expertise or skills of a financial advisor in order to have a meaningful conversation and actually drive decisions about how your money is invested. When people think about... Continue Reading →
