Posts Tagged ‘CFP’
Stay the Course
Having a plan and sticking to it is the key to being a successful investor. You can learn to overcome discomfort—that’s part of investing!
Read MoreInvesting 101 – Smart Advice from Dr. Seuss
The secret to successful investing: Green Eggs and Ham! Read on to learn what investors can and should learn from Dr. Seuss.
Read MoreQuarterly Market Review – Second Quarter 2023
Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (April – June 2023).
Read MoreMoney and Spirituality
In my opinion, money is one of God’s greatest gifts. Read on to find out more.
Read MoreQuarterly Market Review – First Quarter 2023
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 January – March 2023.
Read MoreQuarterly Market Review – Fourth Quarter 2022
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 October – December 2022.
Read MoreMost Investors Out-Think Themselves – Investing in 12 Pictures
The difference between investment and investor return is almost entirely attributable to the behavior—mostly wrong!—of average investors.
Read MoreIs it Time to Hire a Financial Advisor?
Do you need a financial advisor? In this article, Financial Advisor Curt Stowers provides a breakdown of when it’s time for you to consider hiring one. Read it here.
Read MoreAsset Allocation is Key To Investing – Investing in 12 Pictures
Asset allocation means spreading out your investments among various asset classes. Read on to learn how this applies to you!
Read MoreKnow the Ins and Outs of Owning a Short-Term Vacation Rental
Are you seeking a gorgeous vacation home—that pays for itself? Today we dive into all the financial considerations of a vacation rental!
Read More