Indigo Advisors

Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where we prefer things to stay the same, even if changing our approach might lead to better outcomes. Whether it’s holding onto underperforming investments, sticking with outdated financial strategies, or avoiding…

Creating a comprehensive estate plan is a key step in helping ensure your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear and up-to-date estate plan. His will…

Market volatility can be unsettling, especially when you see your investments fluctuating day by day. However, staying calm and sticking to a well-thought-out strategy can help you navigate these turbulent times effectively. Here are some key steps to consider when dealing with market volatility: 1. Don’t Forget HistoryMarket downturns are a natural part of the…

The U.S. Presidential election is dominating news cycles, and as an investor, it’s easy to let political fervor influence your investment decisions. However, maintaining a clear boundary between politics and your portfolio is crucial for long-term financial success. Here are several strategies to help you navigate election years without letting politics sway your thinking. 1.…

Read how to insulate portfolios from market dislocations and identify less-obvious investments in mega-themes. Plus insights on how elections impact markets.

The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate on this figure or overlook it entirely. So, how…

Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like. However, the decision to relocate during retirement shouldn’t…