Finance Archives - Page 30 of 40

Who Benefits from an IPO? (Hint: It’s NOT the Investors!)

By Curt Stowers | August 9, 2019 |

Are you thinking about jumping in and investing in the latest “initial public offering”? Here’s why I advise you to say NO to the IPO.

Timing Isn’t Everything – Why I’m NOT a Fan of “Tactical Asset Allocation”

By Curt Stowers | July 26, 2019 |

tactical asset allocation, market timing

In spite of all the evidence to the contrary, many people continue to believe they can time the market. Read on to find out why I see these folks making a HUGE mistake.

Financial Freedom Tips (Video) – Qualified Charitable Distribution

By Josh Duncan | July 26, 2019 |

A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.

Financial Freedom Tips (Video) – Paying Debt with a 401(k) Loan

By Josh Duncan | July 17, 2019 |

Looking to pay off large debt with a 401(k) loan? In this 5-min. video, learn all the details about how it works—including specific benefits and risks.

Quarterly Market Review – Second Quarter 2019

By Curt Stowers | July 12, 2019 |

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2019.

Financial Freedom Tips (Video) – Save Half Your Raise

By Josh Duncan | July 5, 2019 |

Are you ready to take the save-half-your-raise challenge? This is one of the best habits you can develop. Learn how to overcome the 4 common challenges!