The You First Blog

“The genius of impeachment lay in the fact that it could punish the (wo)man without punishing the office” – Arthur M. Schlesinger, Jr. How Have Markets Reacted to Previous Impeachment Processes? With news this week that the U.S. House of Representatives will open impeachment investigations on President Trump, you may be wondering how, if at… Read More

“All I ask is the chance to prove that money can’t make me happy” – Spike Milligan   The Importance of Budgeting Regularly updating your budget is always advisable. Your budget is your financial checkup – helping you determine if your monthly cashflow is positive or negative – and accurately detailing your expenditures can help… Read More

Wealthview Secure Portal Improvements

September 6, 2019

Beginning this fall, a major Wealthview update will take place that will build upon the original foundation in very helpful, user-friendly ways. Here are some of the highlights: Better Family Linking Options– you will now be able to consolidate all family assets, by linking clients, including corporate investments, joint client profiles, even other family members… Read More

One of the most frequent questions asked by clients is the difference between net invested, book value, and market value.  A lot can be said of all three, but the simple explanation is as follows: Net invested: The amount you contributed (minus any money redeemed) Book Value: The amount you contributed plus distributions received Market… Read More

The past decade has seen a lot of positive evolution for Socially Responsible Investing (SRI). 10 years ago, only a few investment firms offered SRI options, and these funds were usually viewed as niche offerings with higher management fees and lower returns. This is certainly not the case today. In the past three years, Royal… Read More