Bridgeport Perspectives

May18, 2018

House Rich, Cash Poor: Beware of Strangling Your Kids with Debt

May 18th, 2018|Categories: Financial Planning & Tax|Tags: , , , , |

It’s a question clients ask us a lot: can we, or should we, gift our kids cash for a down payment on their first home? It’s a thorny issue that puts parents in a tricky spot. Most parents’ gut instinct, of course, is to do everything they can to help their [...]

Feb27, 2018

Key Person Risk – Beware of this Top DIY Investor Pitfall

February 27th, 2018|Categories: Investing|Tags: , , , , |

As money managers, we get asked about DIY investing all the time — and we agree it can work for some people, especially if they enjoy tracking markets and investments, have the right skills and temperament — and can also handle the extra work and stress that comes along with managing your own money. But there is one big risk when it comes to self-directed investing — and it’s one that many people often forget about.