Doug Goldstein, CFP®, cross-border financial advisor, invites Christine Benz of Morningstar.com to discuss managing market risk. With low interest rates, it’s tempting to take on more risk in an effort to increase returns. Doug and Christine explore how traditional investment strategies like dividends can be combined with a “bucket strategy” approach.
Getting married? Consider Doug’s advice about merging your finances.
Doug has some advice for recent and soon to be newlyweds. These 6 steps are essential to any couple wanting to merge their finances at some point. Whether combining accounts is something you want to do, or not, these 6 steps are still good for getting the marriage off on the right foot.