Latest Posts

Thoughtful Observations from Thoughtful Advisors

February 18, 2020

I am a voracious consumer of insight and observations.  I try my best to learn and implement great ideas from people who have successfully walked a path I’m on or see things from a different perspective.

Here is a collection of topics I found interesting.  Feel free to read and share or read and follow up with me to discuss further if you’d like.

  1. Have you ever wondered what American companies have the biggest and best 401k plans? Well, look no further than https://401kspecialistmag.com/biggest-best-401k-plan-america/ to see who they are and what they provide.

 

  1. Are you investing for your retirement differently than how your parents did? Take a look at https://sungardeninvestment.com/2020/01/29/retirement-envy-is-a-problem-for-baby-boomers-how-to-fix-it/?utm_source=Non+Client+List&utm_campaign=e155a5ca65-RSS_EMAIL_CAMPAIGN&utm_medium=email&utm_term=0_e6958ec1d1-e155a5ca65-173304541 for a different perspective about what to consider.  This could help define what success may look like and is a valuable part of accomplishing any important goal.

 

  1. Are you a business owner with a 401(k) retirement plan? Here’s an article https://www.plansponsor.com/dont-leave-retiring-plan-participants-hanging/?utm_source=newsletter&utm_medium=email&utm_campaign=Newsdash that explains challenges facing employees who would like or will be retiring soon.  This may be too “wonky” for some but it does a good job of defining a real area of need.

 

  1. If you’re not investing differently than your parents (#2 above), how might your traditional 60/40 balanced growth allocation investment portfolio perform? Here’s an assessment https://www.planadviser.com/balanced-portfolio-performance-forecasts-fall/?utm_source=newsletter&utm_medium=email&utm_campaign=PAdash about how the last 10 year could affect the next 10 years of returns.  No one really knows the future but understanding what is possible certainly helps.

 

  1. As a father of young sons, I’m very involved in shaping their beliefs about money, saving, spending, and gift-giving. Here’s are 4 smart savings ideas for your kids https://www.wealthmanagement.com/insurance/four-low-cost-ways-help-secure-child-s-financial-future?NL=WM-27&Issue=WM-27_20200122_WM-27_127&sfvc4enews=42&cl=article_1_b&utm_rid=CPG09000011481529&utm_campaign=25025&utm_medium=email&elq2=08dcc00f76064b858e838421e4df6b78 that cover topics not commonly considered.

Happy Presidents Day Weekend!

 

Categorized in:

This post was written by Elevate, Inc.

Comments are closed here.

Get Connected

Join our networks and stay in touch!

Read Our Testimonials

Hear what our customers have to say

“Elevate, Inc. is consistently delivering new strategies for personal and professional growth and has a management team that is more plugged into the community than none I have ever seen. Aakash Patel is the guy to know if you want to speak with that government leader, that radio show, that newspaper—he’s the one!”

‘H’John Mejia - Host - InTheZoneTV

"Bravo to the team at Elevate, Inc. who are consistently proactive in providing connections for the betterment of our business.  Well known and respected in the industry, Elevate has been instrumental in creating new connections with the media and with industry leaders.”

Jason Ashton - CallPass Tech/CallPass M2M Solutions Inc

“Aakash Patel is one of the most talented, thoughtful, and thorough professionals I’ve ever worked with. Intensity and passion for creating useful, stable solutions is unmatched. Every project shines brighter when Aakash Patel is involved.”

Niki Patel, Owner - Ikin Development, Inc

"The team at Elevate, Inc. is excellent at making sustainable, long-term relationships. Through Elevate, I have been connected to incredible business leaders as well as innovators that have assisted in the growth and development of Carmel Kitchen."

Alex Sullivan, Partner - Carmel Kitchen