Bloom Investment Counsel, Inc.Do You Need Real Estate to Build Wealth?Real estate has long been considered a key foundation of building wealth, and for good reason. While you do not need real estate to build…3 min read·2 days ago----
Bloom Investment Counsel, Inc.How Do Personal Loans Impact Your Credit Score?A personal loan can affect your credit score in several ways — good and bad. Taking out a personal loan isn’t necessarily bad for your…3 min read·4 days ago----
Bloom Investment Counsel, Inc.How to be Financially Prepared as a New ParentAs a parent, financial planning is crucial as you navigate the exciting but challenging journey of welcoming a baby into your family. By…3 min read·Apr 25, 2024----
Bloom Investment Counsel, Inc.What to Consider Before Establishing a Private Family FoundationThere are many ways you might have ended up with wealth in excess of your needs. Maybe you have experienced a liquidity event such as an…4 min read·Apr 23, 2024----
Bloom Investment Counsel, Inc.3 Factors Wealthy Investors Consider Before InvestingWealthy investors are known for their strategic approach to investing, considering various factors before making investment decisions…2 min read·Apr 18, 2024----
Bloom Investment Counsel, Inc.The Importance of Family Meetings for Legacy PlanningFamily meetings play a crucial role in planning your legacy, ensuring that all your family members are on the same page when it comes to…3 min read·Apr 16, 2024----
Bloom Investment Counsel, Inc.Retiring Soon? Plan More Than Just Your MoneyAs you approach retirement, it’s essential to plan for more than just your finances. While money is undoubtedly a crucial part of a…2 min read·Apr 11, 2024----
Bloom Investment Counsel, Inc.When is a Single-Family Office Beneficial?Ultra-high-net-worth (UHNW) families typically consider establishing their own Single-Family Office (SFO) when they have total investable…3 min read·Apr 9, 2024----
Bloom Investment Counsel, Inc.Generational Wealth: What it Is & How to Build ItBuilding wealth as a family can be a rewarding and empowering journey that sets the foundation for a secure financial future. By working…3 min read·Apr 4, 2024----
Bloom Investment Counsel, Inc.How to Avoid Closet IndexingThere are two broad categories into which investment portfolios, including funds, can be categorized: actively managed and passively…3 min read·Apr 2, 2024----