Family stewards often have responsibilities that extend far beyond financial concerns. Empyrion™ works with stewards to develop a comprehensive plan for their family’s well-being, both today and in the future.
Whether going through a divorce, starting a new business, or receiving an inheritance, women often find themselves confronting unique challenges. Empyrion™ specializes in the unique issues women often face when managing complex financial transitions.
Maintaining a lifestyle while transitioning to a fixed income can be particularly challenging for retirees. Empyrion™ helps individuals manage their portfolio to ensure they have the resources they need for the years to come.
I’m someone who always looks for a silver lining. In taxable accounts, we harvest portfolio losses when volatility strikes to offset gains elsewhere in the portfolio.
Wow! There’s no diplomatic way to say this: the global stock markets are in panic mode right now. In two weeks of trading, the U.S. S&P 500 index is down 8% on the year, which brings us close to correction territory (a 10% decline), and has some predicting a bear market (a 20% decline).
With January dubbed as “Get Your Finances in Order” month, it is important to review financial strategies to get financially fit. It is especially important to start this now with the April 15th tax deadline approaching.