Author: Kimberly A. Branch, CFP®
Posted by Kimberly A. Branch, CFP® | May 8, 2018
Individual investment in art is generally limited to direct investment and through art funds, but each is not without their risks. This post explains why.
Posted by Kimberly A. Branch, CFP® | Jan 4, 2018
Money may be the last strain of modesty left in our modern culture. We speak frankly of relationships, feelings and failings, but rarely does anyone freely discuss his or her earnings or wealth. That’s why we need financially savvy children.
Posted by Kimberly A. Branch, CFP® | Nov 21, 2017
This post will explain how to capture the next generation of investors, and the assets they’re set to inherit; in order to do this, however, you will need to understand their attitudes and perceptions of investing and financial advisors.
- What the SECURE Act May Mean to Your Clients’ Retirement posted on July 23, 2019
- An Irish Proverb: You’ll Never Plow a Field by Turning it Over in Your Mind posted on September 4, 2016
- Life Insurance as a Part of Asset Allocation posted on March 13, 2017