Investment Management &
Financial Planning
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What the New Presidency Signifies For Your Money
With the election just one day away, we thought we’d spend some time discussing the impact of Presidential politics on your money (or, what’s left of it). It is quite the understatement to say that Tuesday’s winner will be inheriting quite the serious mess. Let’s see, we’re fighting two wars, our economy is in the toilet, we’re in debt up to our eyeballs and our financial markets are in turmoil.Why anyone in their right might would want to be President right now is beyond me. I think I’ll stick to my almost equally-as-stressful job of managing people’s money in the worst financial crisis of our lifetime! But, all kidding aside, make no mistake, the upcoming election has large economic implications, not just for you but, for the nation. Let’s assess the situation, and let me add that this is intended to be a non-partisan piece.
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When Should I Consider Estate Planning? (Guest columnist)
Pretty much everyone intends to arrange for appropriate gifting of assets during life and the smooth transmission of assets on death. It is commonly understood that a lack of such planning can cause significant burdens for loved ones. Yet many fail to create, or appropriately update, comprehensive estate plans. Often this failure can be traced to inattention to those transactions and events in the one’s life that are particularly significant from an estate planning perspective.While it is never a bad time to create, or update, an estate plan, the following transactions and life events are ideal occasions to consider estate planning opportunities.
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A Silver Lining in the Global Recession?
Sometimes it's hard to stay positive during tumultuous financial times. So, we thought we would highlight at least a few good things that have resulted from the economic downturn to keep things in perspective.
Click here to read our latest blog entry.
Time for a New Strategy?
Unhappy with your current Investment Advisor or Investment Strategy? Feel like they don't listen to your concerns or worse yet, they avoid your phone calls? The single biggest complaint investors have about their current relationship with their Financial Advisor is that they feel like a number. They seldom get the personalized service they deserve.Maybe it's time for a new strategy and a different type of relationship. Contact us today.
In This Issue
- What the New Presidency Signifies for Your Money
- When Should I Consider Estate Planning?
- A Silver Lining in the Global Recession?
Cathy Pareto, MBA, CFP®, AIFCathy Pareto And Associates, Inc.
2332 Galiano Street, 2nd Floor
Coral Gables, FL 33134
Tel: 305-728-7234
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Cathy Pareto & Associates, Inc.- Investment Management and Financial Planning
Tel: (305) 728-7234 info@cathypareto.com
http://www.cathypareto.com/