Perception is Not Reality! How to Invest, From Our President

Perception Isn’t Always Reality — And I’ve Got Two Powerful Charts That Clearly Show Why

...if you own a diversified portfolio you literally own the fabric of our economy, corporations.  Investors are bad at investing. ...

How to Save 2 Million Dollars For Retirement in America Retirement Planning, Article

How to Save 2 Million Dollars For Retirement in America

...Dollar Retirement: The Importance of Starting Early Maximizing Your Retirement Savings Through Employer Plans Investing in Stocks, Bonds, and Other...

Online Financial Planning Tools: Taking Control of Your Finances Article, Financial Planning

Online Financial Planning Tools: Taking Control of Your Finances

...and goals. Some tools may be better suited for managing your day-to-day expenses, while others may be more focused on...

I, Said the Bond: What Lies Next for the I Bond Hot Topics, From Our President

I, Said the Bond: What Lies Next for the I Bond

...if you are investing for the long term and want equity-like returns then simply seek out the asset class that...

Force Majeure: The Investment Conundrum How to Invest, From Our President

Force Majeure: The Investment Conundrum

...investing?  In a weird way everything as it is a great way of understanding when markets have a quick change...

When Cash is Paying More Than Your Mortgage! Helpful Advice, Home Buying, Financial Planning, From Our President

When Cash is Paying More Than Your Mortgage!

...planning discussion.  Inevitably, the debate is: do you want the sure thing of knowing you’ve paid down more (albeit low)...

the one day that matters in real estate How to Invest, Home Buying, From Our President

The One Day That Matters In Real Estate

...of that asset.  Before it is realized proceeds, it is simply a value on a page with no real utility....

I Am Starting to Check My Portfolio Again How to Invest, Hot Topics, From Our President

I Am Starting to Check My Portfolio Again

...towards up.  Whether you started investing last week, year, decade, or century this was the buyer beware notice you all...

What are Structured Equity Investments? How to Invest, Article

What are Structured Equity Investments?

...investment options. Structured equity investments are also subject to the risks associated with investing in private companies. Private companies are...

what are advisory shares? Article, Financial Planning

What are advisory shares?

...aware of before investing. Here are some of the potential risks of holding advisory shares: Lack of control: Holding advisory...

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