Investing
Enduring Market Volatility With a Financial Plan
f you hope to retire soon and are concerned about what the future may hold for your investments, you are not alone. Inflation has many retirees and soon-to-be retirees worried about outliving their savings and investments.
Read MoreLuck of the Investor: Making Your Own Luck on St. Patrick’s Day
As Samuel Goldwyn once said, “The harder I work…the luckier I get!” 1 But when it comes to investing, luck may play a huge role in outcomes—no matter how hard you work.2 Below, we discuss some ways that luck may impact your investing, as well as some steps you may wish to take to try to make your own good luck this St. Patrick’s Day.
Read MoreCountdown To Investing in the New Year: 10 Questions To Ask Yourself
If one of your New Year’s resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year’s Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.
Read MoreWhat the Mid-Terms Might Do to the Stock Market
The 2022 Midterm Elections will feature hundreds of hotly contested races at the state and local level and will decide whether the Democrats maintain – or the Republicans gain – control of Congress.
Read More5 Helpful Halloween Tricks to Navigating a Scary Stock Market
Investing can be a roller coaster—and, when the market starts dropping, it may even feel more like a haunted house. With recession fears mounting, what can investors do to stay the course and escape unscathed? Here we discuss five tricks to help you navigate a scary stock market. Anticipate and Avoid Surprises If it has…
Read MoreRetirement Planning Guide for Oil Industry Professionals
The crude oil and natural gas industry has faced significant challenges since the COVID pandemic, including supply disruptions, price volatility, and rapid inflation. However, heavy cash flow for oil and gas companies has led to a plethora of high-paying jobs for many professionals. Below, we discuss tips and tricks that can help oil and gas…
Read MoreEstate Planning and Asset Protection: Are They the Same?
You may sometimes hear the terms “estate planning” and “asset protection” used interchangeably. They actually have different meanings, and it’s important to incorporate both strategies into future financial plans. Below, we discuss key differences between estate planning and asset protection, as well as the optimal occasions when you should consider each wealth-preservation strategy. Estate Planning:…
Read MoreLittle Known Tax Credits for Business Owners
Nurturing a Community, Fostering Growth, and Making a Positive Impact As a small business owner, your employees are the heart and soul of your organization. Many entrepreneurs understand the importance of a diverse, inclusive workforce and the benefits it brings, not just to the business, but to the community at large. Your commitment to hiring…
Read MoreUnprecedented
My Three Favorite Questions: Will this be a V-Shaped Recovery? Has it ever happened before? Are you busy talking clients off the ledge? The answer to all three questions is simply – “NO!” (I guess you can quit reading now😊) Disclaimer: These are of course my own opinions and should not be taken as fact. …
Read More“To Be A Great Investor It Takes Brass Balls Not Crystal Balls” – Bill Spetrino
I heard this quote in a podcast that I subscribe to. This is so true figuratively speaking. The reason I say figuratively is because from my own experiences I would say women tend to be better long-term investors than men. If I were to generalize, women are more emotionally connected and therefore are better equipped…
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