T + 1 Settlement
As the days in Alaska are getting longer, trading settlement times are getting shorter. For as long as I can remember, the world of securities trading operated on a T+2 cycle. This meant that after a trade was executed, it took three business days (T + 2) for the settlement to occur, where the seller […]
Top 5 Things You Need to Know About Probate
In late 2020, my mother was diagnosed with the big “C”. A ripple of emotions of surprise, sadness, confusion, anger rushed over me. After the initial shock, my mother was calm enough to know that she needed to get more organized. She owned multiple properties, various investment accounts, insurance, and personal property. The unpredictable health […]
The Waterfall Effect: A Savings Tactic
In a recent meeting, our co-founder, Laura Bruce, CFP®, described the ideal client that we serve. A common theme kept popping up – we work well with busy professionals. In addition to busy professionals that are mature in their career, we also work with busy young professionals, such as early career doctors, dentists, and lawyers. […]