New Year…New Ideas: Read the January 2016 issue of The Wealth Architect

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Welcome to the first issue of the New Year. The Wealth Architect in 2016 will continue to bring you timely information, thought-money and magnifying glassprovoking articles and ways to enhance your financial well-being.

Wealth takes many forms – both personally and financially. To quote Henry David Thoreau, “Wealth is the ability to fully experience life.” Let us help you achiever your goals.

IN THIS MONTH’S ISSUE:

• Assessing Portfolio Performance: Choose Your Benchmarks Wisely
• Are There Gaps in Your Insurance Coverage?
• Estate Planning Strategies in a Low-Interest-Rate Environment
• What’s the best way to back up my digital information?
• I’m thinking about storing financial documents in the cloud. What should I know?

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