4 Easy Tricks to Avoid Getting Emotional About Your Investments
Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check.
Things Most Advisors Don't Tell You #2
It may sound strange to hear a financial advisor say this but achieving the things you care about most requires more than just money. There are certain habits and behaviors that, while not directly related to finance, can spell the difference between reaching your goals or not.
Things Most Advisors Don't Tell You #1
When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics. I am no exception. After all, these things are critically important if you want to save for retirement, start a business, travel the world, or simply leave a legacy for your family.
How Important is a Diversified Portfolio?
When it comes to proper diversification, it’s important to allocate your money according to valuation, not some overly-hyped Wall Street formula.
What Is the Difference Between a Tax Credit and Tax Deduction?
While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.
Our Take on The Year So Far
The volatility that dominated the end of 2018 was largely due to fears of an economic slowdown. The Federal Reserve raised interest rates, which can cool both inflation and economic growth. Trade tensions with China showed no signs of stopping. Corporate earnings slowed down, oil prices had dropped, and several other indicators had many analysts predicting a recession in 2020 or 2021.
How To Pass On Your Financial Values to the Next Generation
The 401(k) Rule Book
As we approach opening day of Little League baseball season it got me thinking about the parallels between the Rule Book of Little League Baseball and the Rules of the 401(k) game.
7 Ways to Spring Clean Your Finances
Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.
How to have 50% more in your retirement plan according to a Charles Schwab study?
If I told you that people who perform their own auto repairs experience almost double the car problems compared to those who use an experienced mechanic, would you be surprised? What if I said that people who try to invest for retirement on their own have almost 50% less in their accounts than those who use an experienced financial advisor?