By John Deglow After twenty-five years in financial planning, one pattern stands out to me which often surprises others. That is, the clients who worry most about having enough money for retirement are often the ones who have the most. Some of the most anxious people...
At American Trust Wealth, we believe financial confidence comes from more than numbers alone. It’s rooted in the mindset you bring to your goals, your relationships, and the way you move through everyday life. November brings crisp mornings, falling leaves, and...
As we are in the middle of spring, we’re reminded that weather during this season can often be wildly unpredictable. Beautiful sunny days can give way to sudden cold snaps or violent thunderstorms overnight, frequently with blue skies returning the very next day. It...
The U.S. Department of Defense recently announced that a major security breach has exposed nearly 3 billion personal information records. While the scope of the breach is still being assessed, authorities have confirmed that it involved unauthorized access to a...
Retiring Soon? Read These Six Tips on Retirement From Happily Retired 80-Year-Olds Many of our clients have retired recently, and many more plan to join them in the next couple of years. In fact, more than 11,000 Baby Boomers per day will transition to retirement in...
It is quite normal for investors to occasionally check the balance of their investment accounts. After all, that balance is often the result of a lifetime spent working hard, saving well and delayed gratification; and can serve as a good barometer for financial...
There have been several studies looking at how men and women invest differently that are pretty interesting. In honor of Women’s History Month, it may be appropriate to call attention to the fact that most studies have shown that women fair better as investors than...