Edwin Mezua - Wealth CAP Designer

Here's Why It Might Be A Good Time To Rebalance Your Portfolio If you haven't rebalanced your portfolio, it's likely you are overweight equity. Rebalancing can correct portfolio drift and bring your investments back to the intended asset allocation.

6 dos and don'ts for anyone who wants to negotiate He's haggled down the price of everything from rent to dental surgery, and here's his smart dos and don'ts of negotiating.

5 tips for people who want to retire by 45, from financial planners Most people think they'll retire in their 60s or 70s, but some may plan to retire much earlier. Here's guidance and advice if you want to retire in your mid 40s.

She worked in financial literacy for years, and learned 3 things about money that many adults don't know There are certain things in life, often very important things, that most of us aren't taught in school. We pick them up along the way through trial and error. Effective money management is one of those things.

3 Growth Themes for an Inflationary Environment Companies that are strategically deploying big data and smart, clean technology will be poised to meet a range of challenges as PPI heads northward.

How Can We Support 100-Year Lives? The longer lives we are all living is one of the significant trends of our time. A new report from the Stanford Center on Longevity reveals seven key principles that address the challenges and opportunities created by longer livespans.

10 Steps to Financial Security Before Age 30 Working toward financial security need not be an exercise in self-deprivation

A Guide For Passing Down Your Wealth: Harmful And Helpful Assumptions A family that trusts, respects and encourages its younger members to step up and contribute to the family is laying the path for entrepreneurship and innovations that benefit everyone.

What Is ‘Carry’ in Investing? Carry is a term often used in investing to refer to positive and negative attributes of an asset. The ‘carry trade’ is something different.

Why So Few Rich Americans In The Pandora Papers? Wondering why wealthy Americans have not shown up in any considerable number in the latest offshore document disclosures? Here's why.

Focus on One Thing, or Diversify? Advice for new business almost inevitably falls into those two camps, but there's actually an effective way to embrace both strategies.

Americans Are Flush With Cash and Jobs. They Also Think the Economy Is Awful. The psychological effects of inflation seem to have the upper hand.