Venice Archives - Page 2 of 15

Real Estate and IRAs – Tips for Avoiding the Traps

By Curt Stowers | September 6, 2024 |

Are you interested in investing in real estate through an IRA? If you decide to go down this route, here are some traps to avoid—plus several tips that’ll save you from having an uncomfortable discussion with the IRS.

Six Sigma and Financial Planning

By Curt Stowers | August 2, 2024 |

Today I’m going to show you how you can apply the basics of Six Sigma to build your personal financial plan

Is Your Financial Advisor In Their Right Mind?

By Curt Stowers | July 26, 2024 |

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?

Finding A Financial Advisor Even Your Mom Could Trust

By Curt Stowers | June 21, 2024 |

You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…

Making Sure You Can Collect a Paycheck in Retirement

By Curt Stowers | May 17, 2024 |

You’ve spent the last thirty-plus years of your life building a nest egg. You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible. As the last person leaves the room from the retirement party, several…

Quarterly Market Review – First Quarter 2024

By Curt Stowers | April 19, 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).

Boundaries in Life and Finance

By Josh Duncan | March 15, 2024 |

Today the Fearless Advisor discusses how to set boundaries in life & finance—along with root causes for why you may be living boundaryless!

What is the Health of Your Wealth?

By Josh Duncan | January 19, 2024 |

When was the last time you viewed your wealth in the same light as your health? Today we ask this: Is your wealth living up to its fullest potential?

Quarterly Market Review – Fourth Quarter 2023

By Curt Stowers | January 12, 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 (October- December 2023).