Posts Tagged ‘CFP’
Bond Basics: The Ins & Outs of the Bond Market Part 3— Risks and Rewards!
Today we dive into bonds! Learn about the various risks and rewards of bonds, so you can better understand your investments.
Read MoreForecasts, Wishes, and Worries
We are drawn to all three for very different reasons: forecasts, wishes, and worries.
Read MoreThere Will Be Ups and Downs Along The Way – Investing in 12 Pictures
This lesson is the one that most people have the most difficulty with—and “fail” too often. Read on to learn more!
Read MoreBond Basics: Understanding the Ins and Outs of the Bond Market, Part 2
Today we dive into bonds! Learn about the advantages and disadvantages of U.S. Government, municipal, and corporate bonds, so you can better understand your investments.
Read MoreOver Time, You Will Learn New Things – Investing in 12 Pictures
Both knowledge and behavior play key roles in the investment process. Read on to learn more!
Read MoreBond Basics: Understand the Ins and Outs of the Bond Market, Part I
Today we dive into bonds! We explain bond terminology and show you how to calculate yields, so you can better understand your investments.
Read MoreQuarterly Market Review – Second 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 April – June 2022.
Read MoreIt’s NOT a Plan—It’s a Process! (Investing in 12 Pictures)
Investing done right is part of a comprehensive, iterative, financial planning process. Read on to learn more!
Read MoreTaxes: How Low Can You Go? (A Primer on Tax Deductions)
Today we dive into tax deductions! We clarify and compare above-the-line vs. below-the-line deductions, so you can lower your tax bill.
Read MoreWhy Market Timing is NOT a Good Idea
With the market down, lots of folks are wondering about “timing.” Read on to find out why this is NOT a good idea.
Read More