The recording of our webinar on the importance of elder care is now available.
Our elders are our teachers, our guides, and our protectors: from an early age, they instill in us the tools and values that shape our lives. The aging process often comes with physical and emotional challenges that can make life difficult for our elders, and we have a responsibility to protect them — just as they once protected us.
On May 19th, SWP’s Marcie Nach was joined by Teri Dreher, and Jackie Melinger for a conversation on the importance of elder care and the roles we can play in providing it for our loved ones. Marcie, Teri, and Jackie discussed some of the ways you can support your elderly loved ones through the challenges of aging, including:
Handling changing circumstances
Various ways to help seniors remain independent
The most common scams targeted at the elderly — and how to avoid them
Identifying the right resources to guide family members
I have always been an avid outdoorsman, spending much of my free time camping and hiking in the mountains. And over the years, I've looked for ways to incorporate these interests into my investment portfolio.
When I was younger, I did this by investing in companies related to the outdoor industry. However, today technology has made it possible to take a much more impactful approach through ESG investing.
There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash:
Should I stay or should I go now?
If I go, there will be trouble
And if I stay it will be double
So come on and let me know
Should I stay or should I go?*
I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.) Nonetheless, I do think it provides an appropriate framework for examining today’s investment world.
So, let’s take a look at the cases for “going” and for “staying.”
In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives. In this piece, you will find a compilation of these lessons.