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Insights on financial planning & investment management intended to educate on financial topics: tax planning, cash flow forecasting, insurance policys, investing, & estate planning.
4 Types of Investments Better Than Your Run Of The Mill Checking Account
Four types of investments that probably offer a rate of return higher than your run-of-the-mill checking accounts and are widely regarded as low-risk and secure investments.
All I Want For 2023 Is A Fed Pivot
In 2022 the S&P 500 has again gone considerably lower due to the FED's actions. The FED has steadily and rapidly raised interest rates. Further, they have indicated additional rate hikes and a continued hawkish stance until inflation is under control.
How To Quickly Decide If You Should Sell A Stock
You don't want to miss out on future gains. Simultaneously, nobody wants to give up profits if the stock begins to decline. So what do you do?
Are You An Investor Or Speculator?
Confusing speculating and investing is a common mistake. Understanding the difference between the two can help protect your wealth and plan for the long term.
“This Stock Is A Screaming Buy”
At times you may feel compelled to check the headlines on CNBC or the Bloomberg channel. You may notice, stocks scrolling across the bottom of your screen, occasionally some even up, 10%, 15%, even 20% + that day!
Do Not Screw This Up
What we learned from the Mortgage Crisis of 2008 can be applied to the Covid-19 Pandemic of 2020 and beyond.
What To Do When The Stock Market Crashes
A letter I sent out to clients as the stock markets were crashing as a result of COVID 19 shutting down the world.