5 Ways to Achieve Financial Freedom
For many people, financial freedom is within reach. However, it typically requires careful planning and discipline.
Investment
Is a U.S. Recession Imminent?
For the last several months, economists have debated whether a U.S. recession is imminent and if so, when it will take hold of the economy.
Post-Tax Season Money Moves: Proactive Strategies to Reduce Next Year’s Tax Bill
If you were caught off guard by your tax burden this year, now can be a great time to take steps to proactively reduce next year’s tax bill.
Emotional Investing Part 2: The Costs of Investing Emotionally
In Part 1 of this two-part blog series, we examined why investors are hardwired for emotional investing. In Part 2, we’re sharing some of the potential costs of investing emotionally—and how you can avoid them.
Emotional Investing Part 1: Why Investors Behave Irrationally
Enduring the fluctuations of the market can be challenging, even for the most seasoned investors. Indeed, most of us know by now that staying the course is prudent—especially during periods of discomfort. Yet doing so may be easier said than done.
Preparing Your Business for Rising Inflation
While some inflation can signal a healthy economy, it can have far reaching implications over an extended period. The good news is a little foresight can go a long way when it comes to preparing your business for rising inflation.
Three Key Investment Strategies Hidden in Plain Sight
Instead of fixating on the headline news, consider that liberating financial white space. There, hidden in plain sight, you’ll find a number of powerful investment strategies that are freely available and far more within our control.
Bitcoin Basics: What To Know Before You Buy
Before you pour your hard-earned cash into cryptos or abandon your investment plan, it may be helpful to refresh your memory on a few Bitcoin basics, including the potential risks.
Emotional Investing: How To Avoid Common Investor Pitfalls
This article about emotional investing is part two of a four-part blog series about training yourself to make better financial decisions. “The challenge for all investors is to consume the news without being consumed by it.” –Jason Zweig In my last post, I introduced a four-part blog series on the importance of separating fact from …
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Markets Are At All-Time Highs, So Why Is My Portfolio Underperforming?
>Despite the challenges we’ve faced in 2020, we’re likely to end the year on at least one positive note—equity markets at home and abroad have performed well this year, for the most part, and many market indexes remain near their all-time highs. As the media celebrates every new market milestone, you may be asking yourself, …
Markets Are At All-Time Highs, So Why Is My Portfolio Underperforming? Read More »
The Seven Step Exit Planning Process
There is a “recipe” for creating a successful intergenerational transfer. It isn’t the only recipe that works, but because it depends on six carefully chosen ingredients, its chances for successful completion are greater than others. If any of the following six ingredients is compromised, or worse still, missing, the result will change. Ingredient 1: Parents must …
Are you safe in the hands of financial advisors?
Did you know?If you hire a brand-name advisor, they are most likely accountable to the shareholders of their company. That means they need to focus on generating profits. So they may put the company’s interests in front of yours. In fact, it’s perfectly legal. Is that common?Is it common for brand-name advisors to put the …
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