July 2017

Does Your Estate Plan Include Your #DigitalAssets?


As a Financial Planning Analyst, I try to practice what I preach. This includes updating my estate plan on a regular basis due to a life change or changes to state law. I am currently in the process of updating my Estate Plan for the third time. I was somewhat surprised to see a paragraph covering Digital Assets within my Power of Attorney for Property document. Most people have heard about allowing their attorney-in-fact or “agent” handle real estate, banking, and investment transactions, but not handling digital assets.

Monthly Markets Memo - July 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

U.S. Equity indices hit new highs this past month as stocks moved on the back of Q2 earnings.  International equities, however, led the way easily outpacing their U.S. counterparts.  Emerging Markets were especially strong, helped by a weakening dollar.  Fixed income was mixed, with higher yielding and below investment-grade issues outperforming their more conservative counter-parts.  

Market Minute - July 17, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA
Behavioral Finance

Traditional finance is built on the premise that investors are rational and will make optimal decisions regarding investments.  It relies heavily on financial market theories and the relationship between risk and return.  Behavioral finance, on the other hand, acknowledges that people are the ones interacting in the financial markets and may not always act rationally or make optimal decisions.  Behavioral finance introduces the idea of biases that investors exhibit and how they can affect decision making.  I find this topic very interesting and wanted to introduce it by highlighting one of these behavioral biases.  I plan on discussing others in future market minute posts.

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