There are many factors to consider when choosing the right team to protect your finances and grow your net worth. One little-discussed factor that could play a role in the decision is whether your team includes an in-house portfolio manager. Lake Ridge Bank has a team of portfolio managers who work behind the scenes to … Read more
Beginning in 2018, the TV series Succession became a cultural phenomenon that appalled viewers with the antics of the Roy family as four siblings vied for control of their aging father’s company, worth billions of dollars. While the drama won awards from an entertainment standpoint, it wasn’t funny. The show highlighted – in the extreme … Read more
Alternative Reality Several years ago, an alternate history television series aired called The Man in the High Castle. The series depicted a dystopian world set in 1962 after the Germans and Japanese supposedly won World War II. Largely set in the U.S. and Germany, it portrayed a world in which the United States and its … Read more
Statistics Have you noticed that the world is enamored with statistics? Sports, weather, political polling, education…everywhere you look someone is putting together statistical data on virtually every subject imaginable. The thing about statistics, though, is that they can be twisted to support whatever argument the observer wants them to say. In addition, some statistics are … Read more
There is so much going on in the world these days that it makes your head spin. Political and economic issues, multiple wars, elections, changing seasons, and more that can be hard to keep up with and can add stress to already stressful lives. One way to deal with these issues is to have a … Read more
A Day at the Theme Park Theme parks like those at Walt Disney World are popular with both young and old, as they provide a journey into a world of fantasy. A trip to Disney World allows visitors the opportunity to experience thrill rides, fantasy shows, culinary treats, and more. But how does this relate … Read more
The markets continued to march higher in September, but is there more to the story? Certainly, there is, but first the data.
October is Estate Planning Awareness Month, a timely reminder that planning for the future isn’t just about managing finances; it’s also about providing peace of mind.
Retirement planning is challenging enough when all the “rules” remain the same. However, investing can feel even more uncomfortable when social or economic conditions shift and create a sense of uncertainty.
September is also when traders return from their summer vacations and work on rebalancing portfolios heading into the end of the year
