by Springwater Wealth | Mar 2, 2021 | Investment Management, Taxes, Wealth Management
In February and March 2020, as the Coronavirus pandemic was in its early infancy, professional investors, traders and economists were unsure about the impact it would have on the global economy, and on risky investments like stocks, bonds and real estate. In a matter...
by Springwater Wealth | Feb 17, 2021 | Investment Management, Taxes, Wealth Management
Over the years we’ve heard many clients indicate a strong preference for certain kinds of investments. We have had clients who were convinced that it only made sense to invest in large, “blue chip” American companies. Some have told us that they felt their small...
by Springwater Wealth | Oct 6, 2020 | Financial Planning, Investment Management, Retirement Concerns, Taxes, Wealth Management
Introduction “It’s not how much you make, but how much you keep”. This fairly well-known quote gets at the heart of financial planning and investment management. It’s one thing to earn a nice income, to live within your means, and to save diligently. But it’s equally...
by Springwater Wealth | Jul 21, 2020 | Financial Planning, Newsletter, Taxes
Numerous studies show that individuals earn income that is directly correlated to their level of education. The higher one’s level of education, the greater one’s lifetime earnings. Think of a labor in an onion field with a grade school education versus a software...
by Springwater Wealth | May 27, 2020 | Financial Planning, Newsletter, Taxes
If you imagine your life as a journey, then you might think of a financial plan as a roadmap – or, if you’re a sailor, as a course to plot – designed to get you from where you are today to where you want to be in the future. During your journey you’ll encounter lots...
by Springwater Wealth | Mar 24, 2020 | Divorce Financial Planning, Financial Planning, Newsletter, Taxes
The dissolution of a marriage is often a very stressful and challenging process, and decisions on dividing assets can often exacerbate things. Understanding what you’re entitled to financially can help mitigate this stress and will help give you a clear picture of...