While much has been made of the digital adaptations that the pandemic has forced upon businesses, so too have individuals needed to adopt new ways to manage their finances and interact with their financial advisors.
The Digital Client Evolution
It Was the Best of Times and the Worst of Times
This year will surely go down in the history books as one of the most puzzling in terms of reconciling much of the economic data with various trends that are difficult to justify given the challenging overall environment that so many people are facing.
Fortuitously Aligned Misconception Error Principle
While many investors have benefitted by purchasing winning stocks in their portfolio, others are fortuitously exposed to public companies due to their employment.
Managing a Small Business During and Post COVID-19
It’s no secret that COVID-19 has created a very challenging business environment. This is especially true for small businesses. Sadly, many small businesses have already been forced to close during the pandemic due to their fragile finances, including limited cash reserves and often few or no established financial relationships.
Capturing Pandemic Moments Before They’re Gone: A Time Capsule
Like it or not, the COVID-19 pandemic has pushed us into new sets of routines and has completely upended many parts of our lives. For many, this catastrophe has been compounded by school closures, historic wildfires or taking on additional caregiving responsibilities. While this process may cause you much angst, it could be beneficial, maybe even cathartic, to document how you and your family have been navigating these uncharted and sometimes disquieting waters.
Renting Out the Family Vacation Home
If you own a family vacation home in the mountains of Tahoe or anywhere else in the country or world, congratulations! The incredible memories made during family getaways can truly last a lifetime for so many generations. Since they are only used occasionally, many family homes sit unoccupied for the majority of the year, providing a ripe opportunity to transition the property into an income producing asset. This transition is often filled with a number of unforeseen complexities, which must be carefully navigated while converting a family’s second home into a Vacation Home Rental (VHR).
Home Swapping in Paradise
Gorgeous weather, fantastic food and easy access to both the mountains and beaches make Northern California an extremely attractive place to live and one of the most popular vacation destinations in the world. For homeowners who like to travel and are looking to trim their vacation budget, or simply want a unique travel experience, the idea of home swapping may be appealing.
