Twelve points Blog
Getting Your (Personal Document) House in Order
While financial planning and investing services are the most prominent aspects of wealth management it’s important to note the smaller steps on the path to financial success. It is essential clients have their personal documents in order before financial planning occurs.
Finding the Forgotten
According to CNN, Federal agencies and other organizations collectively hold “more than $58 billion in unclaimed cash and benefits”. You may have rights to unclaimed property and benefits you didn’t know existed.
Finding the Right Home for Financial Documents
Financial document storage and organization can be overwhelming, especially when considering the choice between physical or cloud storage. We refrain from throwing anything away because we never really know when we might need to reference a certain document, and getting a new copy is often a time consuming inconvenience.
Implementing Illiquid Investments
Because we have not found traditional stock and bond asset classes attractive for over two years, we have been overweight diversifying alternatives. We have further covered the pros of alternatives and the cons of traditional asset classes in our quarterly publication – Twelve Points Perspectives.
Dave Clayman Awarded National Eagle Scout Association Outstanding Eagle Award
In early January 2017, the Twelve Points team had the distinct pleasure of watching co-founder and principal Dave Clayman receive the National Eagle Scout Association Outstanding Eagle Award (NOESA) at a recognition dinner in Burlington, MA.
Categories
