Posts Tagged ‘CFP’
The Best Solutions Are Simple – Investing in 12 Pictures
Successful investors have a clear goal in mind, develop an elegantly simple strategy, and have the discipline to stay the course. Read on to learn more!
Read MoreAll About Exchange-Traded Funds or ETFs! (vs. Mutual Funds)
Today we dive into ETFs, the new kid on the block! We compare ETFs with Mutual Funds, so that you can better understand your retirement accounts.
Read MoreThe Stock Market is Never Average
Everyone wants to know what the market returns on average. The answer is this: it does NOT return the average! Read on to learn what to expect.
Read MoreYou Need To Focus on What You Can Control
In investing, you should ONLY be focusing on the 6 things that both matter and that you can control. Read on to learn more!
Read MoreAll About Mutual Funds! (vs. Exchange-Traded Funds or ETFs)
Today we dive into mutual funds! We clarify 5 advantages and 3 drawbacks, so that you can better understand your retirement accounts.
Read MoreA Step-By-Step Plan to Reach your 2022 Financial Goals
It’s not too late to get your finances on track for 2022. In this article, Curt Stowers discusses how to reach your financial goals by the end of the year. Read more here.
Read MoreQuarterly Market Review – First 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 Jan. – Mar. 2022.
Read MoreAre You Ready to Take the Pill?
Failing to plan is planning to fail. Are you ready and willing to take your medicine? Read on to learn the 8 steps needed to build your financial plan!
Read MoreYou Have to Start with a Goal – Investing in 12 Pictures
But what is your GOAL for investing? Investing is not a goal in and of itself! Read on to learn how Stephen Covey’s advice applies.
Read MoreCapital Gains Tax: Think Creatively When Selling an Investment Property!
Today we dive into investment properties—and demystify the 1031 exchange, which can protect you from huge capital-gains tax bills!
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