Posts by GPPW
Four Ways to Create a Meaningful Family Legacy
Family legacy planning that goes beyond finances can help us live with intention. Family lends us a strong sense of identity. So it makes sense that traditional legacy planning focuses on this area of our life and the financial resources we want to leave to our loved ones. However, we believe the best legacy plans…
Read MoreFirst Quarter 2021 Market Update and a Close Look at Inflation
First Quarter Market Update The first quarter of 2021 witnessed a boost for the economy as the continued expansion of the vaccine rollout and the passage of the almost $2 trillion stimulus bill was reflected in rising gross domestic product (GDP) estimates, a further move up in equity prices, and a steady rise in interest…
Read MoreWomen Investors: Planning for More
No Matter Where You Are or Where You’re Going Successful businesswoman, entrepreneur, artist, mother, wife, mentor, leader, community activist: Whether for your education, career, or family, you probably had a plan to help you reach your goals. And as a woman, you have likely faced unique financial challenges, challenges that make proactive planning and investing…
Read MoreVolatility Continues as Fiscal Stimulus Package Takes Shape
Market Volatility Tip: If you had invested in the stock market from 1999-2018, and not touched it, your money would have nearly tripled. But if you had traded in and out and missed out on just the 10 best-performing stock market days over that 20 year period—your returns would have only been half of that.…
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