Posts Tagged ‘financial advisor’
Is the IRS discouraging your generosity?
Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!
Read MoreThe Value Of Time
Time is a SCARCE resource and money is an ABUNDANT resource
Read MoreMonday Morning Motivation – Mercy
Is it time that you extend mercy to someone, so that you can enjoy the playground of life?
Read MoreIs Your Financial Advisor In Their Right Mind?
The next time you sit down with your advisor take a look at where the focus is. Is it on the minutia of the facts and data?
Read MoreBruce Lee – Expert Financial Planner
Don’t be the fool that practices 10,000 different investment strategies. Develop a solid IPS and stick with it through thick and thin
Read MoreMonday Morning Motivation – Dependence
Do you need to reconsider your perspective on dependence on others?
Read MoreBecoming Comfortable With Money
It has always amazed me how uncomfortable some people are in discussing the topic of money. My guess is that is because of how they were – or were not – exposed to the topic. Growing up I saw my Dad and Mom work hard.
Read MoreWhy Emotions Cause Investors to Fail
If you have spent any time doing research into investing, you quickly discover that there is a straightforward, well-proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust this policy over…
Read MoreCash Out Your Stock Options?
With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds. While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…
Read MoreQuarterly Market Review – First Quarter 2024
Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).
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