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Trading Wealth for Health
How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the answers from a survey of wealthy investors, whostated they would trade a third (some up to half) of their wealth to add...
Trading Wealth for Health
How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the...
Dealing with Life’s Transitional Moments
Everyone needs to determine their financial staying power Some life transitions, such as a career change or marriage, are planned, but a job loss or...
529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also...
Trading Wealth for Health
How much of your life savings would you give up in exchange for an extra decade of healthy life? 10percent? 20 percent? I was a bit surprised by the answers from a survey of wealthy investors, whostated they would trade a third (some up to half) of their wealth to add...
Investment Changes
Investor Sentiment Tested
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of the year. Investors saw signs of such renewed hope in recent weeks, especially on the inflation front as...
2022 Investment Changes
We are officially out of the ultra (artificially?) low-interest rate era of the past decade with no indicators of going back. With these factors in play, we were certainly more active with portfolio and investment changes in 2022.
November 2022 Investment Changes
We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies.
September 2022 Investment Changes
We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies.
May 2022 Investment Changes
In light of continued inflation and interest rate hikes by the Fed, here are a few changes we’ve made to support a slightly…
Recent Investment Changes
Investment Changes Summary With the backdrop of market fluctuations and the confirmation of the Fed raising interest rates this year, here are some of the changes we have made in our portfolios: Shortened bond fund durations within the conservative portion of our...
ALL BLOG POSTS
Trading Wealth for Health
How much of your life savings would you give up in exchange for an extra decade of healthy life?...
Dealing with Life’s Transitional Moments
Everyone needs to determine their financial staying power Some life transitions, such as a career...
529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
Those that choose to invest in the education of a family member, friend or acquaintance are...
Setting and Targeting Investment Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money...
A Tough Times Survival Guide for Small Businesses
Small businesses may often find themselves struggling, and there are many situations in which...
Investor Sentiment Tested
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge...
May the 4th Be With You: 4 Money Lessons for Becoming a Financial Jedi Master
When it feels like the galaxy’s forces are all working against you when it comes to your finances,...
Life Insurance: How Much Is Enough?
You may already be aware of the importance of having enough life insurance coverage to handle...
When Changing Jobs, Rollovers May Offer Benefits
Consolidating retirement accounts can help your retirement immensely For many individuals,...
The Importance of Setting Career Goals
We all want to grow in our careers; after all, no one wants to be stuck in the same job for years...
Let Us Be Your Guide
At BridgeQuest Wealth Strategies, we specialize in helping clients navigate significant career transitions. We have a proven process that helps you understand all the different aspects of your transition. We'll help you figure out what's most important to you and develop a plan to make your transition as smooth as possible.
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