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Month: August 2017

August 29, 2017 Estate Planning / Financial Planning / Investing

You’ve just inherited an IRA. Now what do you do?

This week’s post is part one of a two-part series on inherited IRA’s, written by Spencer Salvador in our Seattle, WA office.  This week will look at inheriting an IRA

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August 22, 2017 Budgeting / Financial Planning / Investing

Should I Bet the McGregor vs. Mayweather Fight?

As many people are probably aware, one of the most highly anticipated/hyped/ridiculous boxing matches of all time will be occurring this Saturday, August 26th.  Some of you couldn’t care less. 

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August 15, 2017 Financial Planning / Investing

Should I Use a Digital Investment Manager?

            An increasingly popular way people can invest their money is through digital wealth managers.  Sometimes referred to as “robot-advisors,” these are hybrid investment platforms

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August 8, 2017 Financial Planning / Investing / Saving / Spending

The Time I Spent $5,000 on Liquor

Many of you probably saw this title and thought to yourselves, “Wow, Corey must be an alcoholic.”  Or, “Wow, Corey must have a lot of money if he can afford

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August 1, 2017 Financial Planning / Investing

2017 Second Quarter Market Update

This is a reprint of the quarterly market update that was recently sent out to many of Finity Group’s clients. International markets, measured by the MSCI EAFE index, continued their

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