Five Predictions for the Future of Media

Thursday, 23 September 2021

presented by Doble LeBranti Financial Group

Five Predictions for the Future of Media

With remarkable speed, the COVID-19 pandemic has accelerated select investment themes across a number of industries. Nowhere is that truer than the media and entertainment sectors where technological advances and work-from-home trends are rapidly changing the landscape.

Do-Over Options for Social Security Claiming Decisions

Tuesday, 21 September 2021

presented by Rich LeBranti

Do-Over Options for Social Security Claiming Decisions

If you claim your social security benefits and then realize doing so might not have been in your best interest, you may have an opportunity for a do-over. There are three strategies that may apply, depending on your individual circumstances. Let’s take a look at each one.

Build Good Money Habits in Your Children

Thursday, 02 September 2021

by Jack Whitley with contributions from Dennis Doble and Alison Wilcox

Build Good Money Habits in Your Children

When it comes to building good money habits in children, experience is the best teacher. Here are a few ways you can help ensure that your children will be financially responsible for years to come.

Answers to Your 5 Biggest Investment Concerns

Thursday, 29 July 2021

presented by Dennis Doble

Answers to Your 5 Biggest Investment Concerns

Markets have been climbing a wall of worry in 2021, reaching record highs even as investors brace for the possibility of elevated inflation, rising interest rates, runaway debt and a bitcoin bubble. With so much to trouble investors, many are wondering how these uncertain times will affect their portfolios.  

Life Insurance Beneficiary Mistakes to Avoid

Friday, 23 July 2021

presented by Rich LeBranti

Life Insurance Beneficiary Mistakes to Avoid

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's beneficiaries should be a relatively straightforward task. However, there are several situations that can easily lead to unintended and adverse consequences which you will want to avoid. 

What to Consider When Receiving an Inheritance

Thursday, 08 July 2021

presented by Alison Wilcox

What to Consider When Receiving an Inheritance

It is sometimes said that an inheritance is both a blessing and a curse—a blessing because it may provide you with financial resources that can help you to achieve goals that you were previously unable to achieve, and a curse because it usually means that a loved one has died.

Whatever your circumstances are, it is important to manage your inheritance well. We have compiled a list of some important considerations as you begin to plan your next steps.

The World in 2030: Investing for the Next Decade

Tuesday, 25 May 2021

presented by Doble LeBranti Financial Group

The World in 2030: Investing for the Next Decade

The world in 2030 may seem a long way off, but at Capital Group we spend a lot of time thinking about the distant future.

We asked our investment team to look in their crystal balls to envision how life may change by the end of the decade. Here are seven portfolio managers’ perspectives on the world in 2030, and how these shifting trends influence their investment decisions.

1. COVID could be this generation's Pearl Harbor
2. Cash is an endangered species
3. A cure for cancer may be around the corner
4. Health care innovation reaches warp speed
5. Renewable energy powers the world
6. Electric and autonomous vehicles hit the fast lane
7. What's not changing? Successful investing

Mid-Year is a Good Time to Fine-Tune Your Finances

Friday, 21 May 2021

presented by Doble LeBranti Financial Group

Mid-Year is a Good Time to Fine-Tune Your Finances

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward. Mid-year is an ideal time to do so, because the planning opportunities are potentially greater than if you waited until the end of the year.  Here are some recommendations about what to review at this time.

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