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 →
The topic of money and finances is still a big mystery for many people. And for good reason. It can be complicated stuff! We’ve written previously about the fact that managing finances is particularly complicated because it often involves financial investment literacy. This type of literacy relies on complicated math that often requires specific training... Continue Reading →
We know that it takes a lot of specialized knowledge to build an effective portfolio and this is why investors seek out the experts - financial advisors - for help with investing. However, it doesn’t seem like a good outcome if an investor blindly agrees to purchase a portfolio without truly understanding whether or not... Continue Reading →
Anyone should be able to build a plan to achieve a financial goal. It shouldn’t be a complicated process or a process that requires a lot of financial know-how. While this is true, we also know that most people benefit from getting professional advice on their planning. That’s why we believe in having a community... Continue Reading →
