September Update

August 21, 2024 | Alexander Wealth Management Group


Share

With September upon us, some of us notice more traffic coming to work and are back to making school lunches while others are looking forward to some less busy travel opportunities with kids back in school. 

“The mind is not a vessel to be filled but a fire to be kindled.”

                                                                            -Plutarch


While all this change is happening, we are hanging on to the last days of summer and grateful for the time we were able to spend with our families over the past couple months.

A Forecast, a Wish and a Worry

In the past, news and opinion were more distinctly separated in media. However, in today’s landscape especially with the onset of social media we are inundated with opinions under the guise of news even in the financial world. It is important to recognize the difference between genuine forecasting and mere speculation when it comes to investing.  We share with you a short article with a refreshing analogy between the different kinds of “forecasts”.  While change is always a constant, human ingenuity is also another constant we can count on.

The Difference Between a Forecast, a Wish, and a Worry

Budgeting when Going Back to School

As students return to school, whether it is to a high school, a college or university the focus is often on academic success and achieving long term goals. However, one critical life skill that is sometimes overlooked in the hustle of academics and social activities is budgeting. Learning to budget is a fundamental skill that can impact every aspect of a student’s life. Today, budgeting has become more accessible than ever with various apps available to help tech savvy youth manage their finances.

Best Budgeting Apps and Calculators for Kids and Teens

Upcoming Client Event

We are looking forward for all of you to join us for our upcoming event. If you haven’t already done so, please RSVP here.