The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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As quarterback of your life, here’s a fun way to think about protecting your financial future.
It’s an exciting time for American investors. Recent years have seen a boom in Americans investing in the stock market, with Goldman Sachs estimating U.S. households will spend $400 billion on equities in 2021, averaging an eyebrow-raising 44% allocation of their total assets to stocks. Between new technologies (like mobile trading apps) lowering the bar to entry and “meme stock” trends raising awareness, it’s no wonder so many people are waking up to the power and potential of investing.
Investment account consolidation is important to consider for estate planning.