Bud Sturmak

Partner and Co-CIO at Perigon Wealth Management. Passionate about investing, financial planning, #ESG and sustainability.

[Bud Sturmak @budsturmak]

Planners caught up in the push-pull of raising children while caring for parents can offer empathy and insight to the growing cohort of clients grappling with the same challenges. https://t.co/88ArarPQXd

[Bud Sturmak @budsturmak]

You might know the numbers on your balance sheet but you're missing something critical if you can't identify your core values and how they relate to your money. https://t.co/RlhnoLIksz

[Bud Sturmak @budsturmak]

Lumping loans into a single obligation can ease the sting of repayments, but there are pitfalls https://t.co/Y51WvGjRGQ

[Bud Sturmak @budsturmak]

One of the challenges facing financial planning is that, however helpful, it has an unavoidably boring vibe. It's a challenge that even financial planners face. https://t.co/bik9Fuvk68

[Bud Sturmak @budsturmak]

The recession was supposed to have begun by now. But the year is more than half over, and the recession is nowhere to be found. https://t.co/dXkuipKmdM

[Bud Sturmak @budsturmak]

Here are a few strategies to help keep travel costs under control. https://t.co/RAryH8QSkm

[Bud Sturmak @budsturmak]

A new study used IRS data to determine what it takes to be among the wealthiest households in the US. https://t.co/mVe6nLiULW

[Bud Sturmak @budsturmak]

If you want to become financially independent, you’ve got to know what it means to be financially independent. It’s not that difficult to get your arms around. A straightforward operational definition does the trick. https://t.co/fGE1fDk0Ri

[Bud Sturmak @budsturmak]

When we’re making progress towards our goals, it’s not uncommon to be plagued with negative thoughts such as, “I’m not right for this,” or “I’m not good enough.” One way to shift our focus and reclaim our confidence is by engaging i https://t.co/2GzcdcF3kr

[Bud Sturmak @budsturmak]

Life is full of tradeoff and compromise and your finances are no different. https://t.co/0Qp1jAdqZD

[Bud Sturmak @budsturmak]

If troubles hit banks and the wider economy, they will probably start in offices you wouldn’t want to work in, let alone own. https://t.co/1nZMwCM8ta

[Bud Sturmak @budsturmak]

When you’re new to the workforce, it’s easy to assume that everyone but you knows what they’re doing. But, in reality, imposter syndrome is an issue for most people, including the most talented and seasoned among us. Here are four t https://t.co/ttR2ShkAjs

[Bud Sturmak @budsturmak]

The new rules for inherited IRAs might warrant a rewrite of your estate plan. https://t.co/k1B5nR8IPT

[Bud Sturmak @budsturmak]

Stocks still haven’t returned to their last peak, and our columnist is in the camp that says this isn’t a bull market yet. But he’s buying stock anyway. https://t.co/mdD0GhJZJ8

[Bud Sturmak @budsturmak]

The agreement between President Biden and House Republicans includes spending caps, work requirements and permitting. https://t.co/qzOvhcE9wn

[Bud Sturmak @budsturmak]

Self-employment is a journey that requires continuous learning and adaptation. So be open to learning, exhibit unwavering discipline, and make wise financial decisions to build a lasting and prosperous career. https://t.co/4M2YgxqqWK

[Bud Sturmak @budsturmak]

Don’t let the stories, examples, and urban legends that you believe mislead you into making retirement mistakes. https://t.co/KptvY0Xdf6

[Bud Sturmak @budsturmak]

Consumers typically pay down balances in the first quarter after splurging during the holidays. But this year more are falling behind on payments. https://t.co/I3AlGY6QGj

[Bud Sturmak @budsturmak]

A rule of thumb is a heuristic guideline that provides simplified advice or some basic rule; set regarding a particular subject or course of action. It is a general principle that gives practical instructions for accomplishing or ap https://t.co/k2dZ5NGDoU

[Bud Sturmak @budsturmak]

Trying to make up for stock market losses can be costly, impulsive and misguided, and the Dow isn’t necessarily your best metric. https://t.co/PXfSGHy901