The Modern Investor

Written by Human Advisors, for Human Investors

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Eric Blattner 8/23/24 Eric Blattner 8/23/24

August’s Rough Start: A Few Thoughts

If market action from the first week of August and the corresponding headlines gave you anxiety, you are not alone. But that alone does not mean you need to make dramatic changes. If you have not already done so, I would suggest revisiting your plan. Review how much risk, intended or otherwise, you are taking with your investments. And, if nothing else has changed, it may be time to recommit to your long-term goals.

Kirby Demoss 9/18/23 Kirby Demoss 9/18/23

Time for Open Enrollment? Three Benefits That Shouldn’t be Overlooked

Soon, many of us will receive a 20-page PDF from HR with a myriad of complex options to navigate in advance of the always stressful deadline. But before you just re-enroll in the same benefits from last year, grab that pumpkin spice latte while we review some of the most financially impactful benefits you may want to consider.

Kirby Demoss 6/28/23 Kirby Demoss 6/28/23

Five Strategies for Maintaining Control of Your Career and Lifestyle

Several economic factors have created profitability headwinds for many employers. Inflation has waged war on profitability. Higher interest rates have increased corporate borrowing costs. These factors along with a workforce that is increasingly valuing work-life balance have the potential to make firms less profitable. In many cases this causes CEOs and CFOs to take a careful look at their most important and largest investment: their people.