Twelve points Blog
A Step by Step Guide to Building Your Budget
Technology has allowed individuals to easily keep track of their finances down to the last penny, but you don’t have to track down every dollar to make a simple and helpful budget. Whether it is in a notebook, a spreadsheet or using an app
Why Non-U.S. Equities Should Be a Core Part of Your Portfolio
The wealth management industry has become plagued by cookie cutter portfolios with a standard mix of 60% stocks and 40% bonds; the goal being to perform no better or worse than the guy next to you.
Make the Most of Your Investment Opportunities
Technology has enabled the retail investor to have access to dozens of different asset classes and financial products previously only available to investment professionals. The democratization of the financial markets through easy accessibility
Twelve Points & Community Servings Feed Those in Need
One of our core values at Twelve Points is to be helpful. We as a firm believe in giving back to our communities in numerous ways. Our colleagues Manny and Francesca work closely with Community Servings and brought the organization’s mission to our attention.
Things to Know When Buying or Selling a Home
Buying and selling real estate is one of the most confusing and multi-pronged undertakings you’ll ever be involved with. Twelve Points breaks down the process for you with easy-to-understand discussions, including topics of credit scores, affordability,
Tips for Millennials: Balancing Debt & Savings
As millennials, we have two tips we’d like to share with you regarding debt and savings. Let’s start with a tip on savings. If you have a 401(k) plan offered to you at work, absolutely start contributing to that immediately.
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