De-Cluttering Your Finances in 2021
The new year is a great time to perform a quick “financial housecleaning.” Here are a few easy steps to simplify your finances in 2021 (...)
2020 in Review: The Beginning of the End?
2020 was a uniquely harrowing year. More than 1.7 million people have died in the COVID-19 pandemic, with trillions of dollars in economic damages around the world. Millions of people are out of work and struggling to pay their bills.
Managing Portfolios for Investors with Multi-National Needs
In today's global economy, individuals commonly live, work, and even retire in different countries over the course of their lifetime. Investors with a globally mobile lifestyle belong to different categories, each with distinct immigration, legal, and tax consequences.
Third Quarter 2020 – All in the FAAAM-ily
Global markets continued their recovery in the third quarter, albeit at a more measured pace than the second quarter. Once again, every major asset class notched positive returns, with stocks from Emerging Markets and Natural Resources leading the way. On the bond side, we note the excellent returns from US TIPS over the past 12 months, supported by lower interest rates and a change in inflation expectations. Finally, the other assets category performed well with average returns exceeding U.S. bonds' but lagging equities' overall.
Buying a Home? Don’t Overlook These 9 Additional Costs
When it comes to purchasing a new home, it's essential to be realistic about what you expect to pay. While most people focus on their monthly mortgage payment, other costs related to the purchase are frequently overlooked. Some of these costs are one-time (paid at purchase or immediately after) while others persist over your entire ownership tenure.
Technology tools to keep you safe on the internet
At Bristlecone, we implement the best online practices to protect our clients' assets and privacy. We thought we would share the tools we use in our professional and personal lives.