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Month: October 2020

Gratitude for What We Can Control

To say 2020 has been a record year of people saying “I can’t believe that just happened!” would be an understatement. I think we can all agree on that! But the feeling I get from conversations these days that there’s a lot of uncertainty out there. With my OCD personality, when things get uncertain, I tend to hunker down and focus on what I can control.

Apple, Inflation & Diversifying

A couple of weeks ago, I talked about the recent stock splits from Apple and Tesla, and since then, a number of you have asked why there’s no Apple stock in our Envestnet accounts. We all use Apple products on a daily basis, right? Whether an iPhone, iPad, MacBook or even an old iPod, it’s hard to escape Apple. So, why don’t we own a company we all use on a daily basis?

Life Insurance in Retirement

As we wrap our series on employee benefits, we’ve discussed that many of you have group life insurance and perhaps an additional term policy outside of work. For you, we talked about the possibility that we could save you some money if you’re over 50 and healthy. I’m sure a few of you reading this may be thinking, “Okay, I’ve done that, and there’s nothing more I need to do. I’m set. When I retire I won’t need life insurance because I’ll have saved up enough money.”

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