The Leaflet
Inheritance, financial planning, investing, and philanthropic news
5 Ways a Financial Advisor can help you Plan for Inherited Wealth
Hiring a financial advisor to help with your inheritance can have benefits beyond deciding what to do with inherited wealth. A financial advisor can help you get your current money situation organized and identify areas of concern that should be addressed before an inheritance arrives.
10 Questions for Financial Advisors
Are you overwhelmed trying to choose a new financial advisor? Read here for 10 questions to ask prospective advisors and explanations why each question matters for you and your financial future.
Managing Concentrated Stock Positions
Sunnybranch’s guide to the benefits and risks of concentrated stock positions and how to build a plan to sell or diversify a large stock position.
Weekly News Roundup
Midterms, midterms, midterms! Also, it finally stopped raining in Portland, inflation may be cooling down, and FTX claims the title for latest crypto meltdown with a potential $16 BILLION dollar loss for depositors. Happy Friday!
(15 minute Podcast with full transcript)
Weekly News Roundup
Portland's City Council bans unsanctioned camping & effectively criminalizes homelessness, the RSV outbreak provides an reminder on the importance of government regulation, and the Federal Reserve's latest news & moves on interest rates. Plus, it's still raining!
(10 minute video with full transcript)
What is a Yield Curve Inversion?
Investors and the financial media got excited when yields on the 10-year Treasury Note and 3-month Treasury Bill inverted. In this video, I break down what Treasury yields mean, what a yield curve inversion is, and why anyone cares when this happens.
(8 minute video with full transcript)
The Peloton Brief: Margin in Falling Markets
Exploring the case study of Peloton’s former CEO and co-founders sheds light on the dangers of margin loans in turbulent markets.
(5 minute read)
Weekly News Roundup
The World Series, Elon Musk buys Twitter, I-Bonds, inflation, a flashing recession indicator, and a big week in tech earnings. Plus, it's still raining!
(10 minute video)
Get more from your cash
Cash may not be king again (yet), but with interest rates continuing to rise it may be time to re-evaluate the best option for managing your liquid cash.
(5 minute read)
Weekly News Roundup
Liz Truss, mortgage rates, the Fed, market moves, Oregon's tight race for governor, and our new Roomba!
(10 minute video)
Navigating Sudden Wealth
CAULK - it’s not just for sealing! 5 tips for those dealing with an inheritance, lottery winnings, or other sudden money situations to help navigate new, and often turbulent, waters.
Your Giving, Your Way
Younger donors want to do things differently, but may not know how to get started. Read here for tips on how to start building your unique strategy and mission as a donor.
(4 minute read)