When Life Changes, So Should Your Portfolio: Rebalancing Through Life Transitions
Life has a funny way of throwing curveballs at our finances. One day you’re single and saving diligently, and the next you’re married, buying a house, or welcoming a baby, or maybe even all three at once. Between midnight bottle feedings and home inspections, it’s difficult to pay attention to your investment accounts or financial […]
How Exactly Financial Advisors Add Value to Your Portfolio
Let me take you back in time for a moment. In 1720, Sir Isaac Newton – yes, the brilliant physicist – learned a hard lesson about investing. Newton got swept up in history’s first stock-market bubble, the South Sea Company. He initially cashed out with a 100% profit, but then greed (or perhaps FOMO in […]
Building Your Financial Safety Net: Emergency Funds and Why They Matter
If there’s one thing I’ve learned as a financial advisor at Gasima Global, it’s this: life happens. Cars break down, jobs get lost,and roofs leak – often at the worst possible times (Murphy’s Law, anyone?). Today, I want to talk to you about one of the not-so-secret weapons of financial planning that I always encourage […]
Everyone Needs a Financial Plan
Having no plan is, well, just that, no plan. A simple but powerful play on words and a reflection on ourselves in any aspect of our lives. Think about all the things you do in your life and all the things you are going to do that require major planning. You go to school, go […]