Nov 19, 2018
‘Tis the season for hot cocoa, holiday festivities, and getting your financial ducks in a row. Here is Alexis Advisors’ year-end checklist to help you plan ahead while looking back on another year passed. 1. Schedule a meeting with your financial advisor...
Oct 29, 2018
Recent selling has been relentless, with the S&P 500 index down -8.7% since the start of October, and about flat for the year. The index remains on track for its worst month since 2010. Global equities (US and international) have lost almost $8 trillion of value...
Sep 7, 2018
Many of us have been taught that we have to choose between our values and our money. That being a good person, upholding our core values, or being spiritual requires that we disregard or neglect our money. Yoga has become a household word in the American...
Aug 8, 2018
If you’re feeling the financial squeeze from all sides, you may be part of the “sandwich generation” – the generation that’s trying to support aging parents and put kids through school, all while trying to save for their own retirement. It’s a balancing act, to say...
Jul 19, 2018
The first half of the year has been filled with a series of worries and shocks. A looming trade war. Rising interest rates. A stronger U.S. dollar. Anti-European Union sentiment in Europe. A potential nuclear showdown with North Korea. Yet for all its...
Jun 25, 2018
Retirement probably feels a long way off. It might be at the bottom of your list of savings goals – if it’s on there at all – because you’ll have plenty of time to think about it later, or you’re focused on paying down debt, or because you just have no idea...
