Edwin Mezua - Wealth CAP Designer

Here's Why It Might Be A Good Time To Rebalance Your Portfolio If you haven't rebalanced your portfolio, it's likely you are overweight equity. Rebalancing can correct portfolio drift and bring your investments back to the intended asset allocation.

6 dos and don'ts for anyone who wants to negotiate He's haggled down the price of everything from rent to dental surgery, and here's his smart dos and don'ts of negotiating.

5 tips for people who want to retire by 45, from financial planners Most people think they'll retire in their 60s or 70s, but some may plan to retire much earlier. Here's guidance and advice if you want to retire in your mid 40s.

She worked in financial literacy for years, and learned 3 things about money that many adults don't know There are certain things in life, often very important things, that most of us aren't taught in school. We pick them up along the way through trial and error. Effective money management is one of those things.

3 Growth Themes for an Inflationary Environment Companies that are strategically deploying big data and smart, clean technology will be poised to meet a range of challenges as PPI heads northward.

How Can We Support 100-Year Lives? The longer lives we are all living is one of the significant trends of our time. A new report from the Stanford Center on Longevity reveals seven key principles that address the challenges and opportunities created by longer livespans.

10 Steps to Financial Security Before Age 30 Working toward financial security need not be an exercise in self-deprivation

A Guide For Passing Down Your Wealth: Harmful And Helpful Assumptions A family that trusts, respects and encourages its younger members to step up and contribute to the family is laying the path for entrepreneurship and innovations that benefit everyone.

What Is ‘Carry’ in Investing? Carry is a term often used in investing to refer to positive and negative attributes of an asset. The ‘carry trade’ is something different.

Why So Few Rich Americans In The Pandora Papers? Wondering why wealthy Americans have not shown up in any considerable number in the latest offshore document disclosures? Here's why.

Focus on One Thing, or Diversify? Advice for new business almost inevitably falls into those two camps, but there's actually an effective way to embrace both strategies.

Americans Are Flush With Cash and Jobs. They Also Think the Economy Is Awful. The psychological effects of inflation seem to have the upper hand.

6 Strategies to Help Your Company Weather Inflation With the economic recovery gaining steam amid an uncertain pandemic path, companies are scrambling to deal with increasing commodity prices, supply constraints and higher wages caused by labor shortages.

4 Entrepreneurship Lessons You Won't Learn In a Classroom Aspiring entrepreneurs should take note of these quotes from famous entrepreneurs.

4 Unconventional Ways to Increase Productivity While Staying Sane During Your Work Day Try using these tips to give yourself a boost while working from home.

How To Lower The Cost Of Your Entire Financial Life Here are three simple steps you can take to give your credit score a powerful boost and keep money in your pocket.

How Your Financial Values Need To Tie Into Your Life Emotions and money go hand in hand. Creating values-based financial goals are one part of the financial planning process that shouldn't go overlooked.

CFOs Plump Salaries, Perks to Land Elusive New Employees Amid the ‘Great Resignation,’ companies have to offer compensation that stands out in order to draw new workers—and hold on to the ones they have.

Canceled Flights and Crowded Airports: Brace Yourself for Holiday Travel This won’t be a normal holiday travel season. Travelers had best plan accordingly.

How the Supply Chain Broke, and Why It Won’t Be Fixed Anytime Soon Computer chips. Exercise equipment. Breakfast cereal. By now, you’ve probably heard: The world has run short of a great many products. Here’s what we’ve learned about the global supply chain disruption.

Qualified Opportunity Zones Could Mean Tax Benefits for ESG Investors Clients with significant unrealized capital gains in equities and real estate—and a desire to effect social change—are prime candidates.

The 1970s all over again? Stagflation debate splits Wall Street While economists believe stagflation is far from inevitable, many investors are on alert.

I Spent 44 Years Studying Retirement. Then I Retired. Sociologist and retirement writer David Ekerdt was more prepared for retirement than just about anybody, or so he thought. It was quite a different story when he arrived. Here's how to adjust your expectations about retirement.

4 Steps for Living Abundantly, Attracting Wealth and Better Business You want to make money — how much and why? You want to be healthier — how much weight do you want to lose, and why? You want the perfect relationship — what makes the perfect partner in your eyes, and why? By being brutally honest with ourselves, we can start to paint a picture of what that su...

The meaning of mission statements Investors can learn a lot from the way that companies describe their goals.

The Five Secrets To Running Kick-Ass Meetings Most meetings would be remarkably better and more productive if five simple rules were observed in designing and running them.

The Incredible Disappearing Hotel Breakfast—and Other Amenities Travelers Miss Guests are finding that perks they have long expected, like free breakfast or drinks, are still being advertised even when they aren’t always available anymore.

4 Smart Business Strategies for Dealing With Inflation By taking a proactive approach, you can continue operating with minimum disruption.

Homeowners Want to Do More With Their Equity. Advisors Have Ideas. For certain clients, a sale, cash-out refinance, or reverse mortgage are ideal, while others might prefer sitting tight.

5 Ways The Wealthy Stay Wealthy For one, they don’t just leave their money sitting around in some savings account. Here's what they do instead...