With over 25 years of experience partnering with athletes to assist with their financial goals, David Highmark and his team at Finemark Bank understand the habits, challenges and pressures that finances play in the lives of athletes.
When building a portfolio for your investments, do you consider what the companies you invest in stand for? At Vertex Wealth, ecological factors are taken into account when helping clients make sound investments that are also socially and ecologically conscious. Kirk G. Kaprelian, CFP, ChFC, private wealth adviser, explains how to create the ideal portfolio to accomplish these goals.
With Thanksgiving and Black Friday right around the corner, it is important to remain aware of our financial budgets. Even with temptations around every turn, this season, take the challenge to give back to the community around you instead of simply spending your money.
Start by setting a monthly budget. Families should take the time to understand their overall finances in order to get ahead. If you don’t know what you’re spending, then it is impossible to save. For a home purchase, it’s important to look at your monthly budget and determine what you can afford based on your current income. In other words,…