Twelve points Blog
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.
Put Off 401(k) Contributions If You Want to Put Off Retirement
Retirement savings is important if we ever want to retire. As hard as it may be to believe, roughly 2 out of 5 Americans are not investing for their future. We believe the importance of saving in a retirement plan is more necessary than ever due to the decline in pensions, uncertainty
Categories
