by admin | Jul 12, 2021 | Uncategorized
Bitcoin? Ethereum? Dogecoin? “Do cryptocurrencies belong in my portfolio?”, you may ask. Join Liz Hand and Ellis Miller for a Pleasant Financial Conversation about the role cryptocurrencies should (or shouldn’t?) play as part of an investment...
by admin | Jul 5, 2021 | Women & Money
As we think about the headwinds women face in retirement, some require legislative change which can take a while and is somewhat out of our everyday hands. But one of the factors Advisor Liz Hand recognizes is that women invest too conservatively on the average. Join...
by admin | Jun 28, 2021 | Retirement
When you’ve spent your whole career saving for retirement, and you see that you don’t have many years left until you flip the switch and stop working, you start feeling pretty protective of that retirement nest egg. In this Pleasant Financial...
by admin | Jun 21, 2021 | Uncategorized
If you have done any research, talked to a financial advisor, or even chatted with a friend about how to prepare for retirement, its likely you’re familiar with Roth IRA’s. They’re probably the most widely covered tool in the industry toolbox, and the reason is...
by admin | Jun 14, 2021 | Our Philosophy
The great baseball philosopher Yogi Berra supposedly said, “It’s tough to make predictions, especially about the future.” He is right. But we do it anyhow. Half of my friends are confidently predicting a crash is coming. But the remaining half of my friends are...
