Your Annual Financial Planning Checklist

Your Annual Financial Planning Checklist

As the year draws to a close, it’s an opportune time to reflect on your financial journey and set the stage for a prosperous future. At Prism Capital Management, we believe that a well-structured financial plan is the cornerstone of success. To help you navigate this process, we’ve compiled a comprehensive checklist of 10 essential items for your year-end personal financial review.

Investing in an Election Year: Does Politics Matter?

Investing in an Election Year: Does Politics Matter?

As an investor, you may have noticed that every election year brings a sense of uncertainty and anticipation. With political campaigns, debates, and media coverage dominating the news cycle, it’s natural to wonder whether the outcomes of elections can impact your investments. In this article, we’ll explore the relationship between investing and election years to help you make informed decisions amidst the political buzz.

Consolidating Your Accounts

Mitigating Risk and Enhancing Financial Management

When it comes to managing your financial accounts, the concept of “putting all your eggs in one basket” might come to mind. However, consolidating your accounts at one custodian is not the same as risking everything on a single investment. In fact, this strategic move can offer numerous benefits, from simplifying financial oversight to improving risk management. In this article, we’ll delve into the reasons why consolidating accounts is a smart decision that can enhance your financial stability.

The Long-Term Investment Strategy Why Political Noise Shouldn't Distract You

Why Political Noise Shouldn’t Distract You

The Long-Term Investment Strategy

As your dedicated financial advisor, I’m here to guide you through the often-complex world of investments. When it comes to achieving your long-term financial goals, one key lesson stands out: don’t let short-term political noise sway your investment decisions. In this article, we’ll explore why politics shouldn’t be a major factor when you’re investing for the long term.

Why Some Inflation Is Good for Wealth Advisory Clients

Why Some Inflation Is Good for Wealth Advisory Clients

Why Some Inflation Is Good for Wealth Advisory Clients

Inflation is a topic that often grabs headlines and sparks concern among investors. However, it’s important to understand that not all inflation is bad for your financial well-being. In fact, a controlled and moderate level of inflation can bring certain benefits to your investment portfolio and overall wealth management strategy. In this article, we will explore why some inflation can be advantageous for investors.