Most people have a hard time talking about money. A reason can include not having financial literacy. Hiring a financial … More
Tag: financial planning
Why Does the Stock Market Go up over Time?
This is a question that many people ask: why does the stock market tend to grow in value in the … More
Investing in Gold
If you are an investor, you know the challenges of making a decent return on your investment portfolio because of … More
An assortment of benchmarks can be used to compare how a portfolio is performing relative to various market segments. Financial … More
Does the Permanent Portfolio really protect you from market volatility? We use the CRM2Plus software to test if it truly performs … More
Going back to the example in the Dollar Cost Averaging post: For example, Greg is a new investor with $1000 … More
Counterfactuals: Demonstrating the Value of Your Advice
It may be the case that one of your clients saved a significant amount of money by listening to your … More
What Should I Invest In?
Disciplined investing is a great way to consistently grow your wealth over time. There are many different types of financial … More
Am I on the Right Financial Track (To Retirement)?
Whether your long-term financial goals are for retirement or saving up for that dream house, it can be tricky for … More