Tag: #FinancialServices

Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Information Equals Power and Sophistication

Information Equals Power and Sophistication Is financial education important? How do you...

Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

Professional Management Equals Better Returns

Does more expensive mean it’s better? I know that’s always something where...

More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

More Risks Equals More Rewards

More Risks Equals More Rewards: The boys and my Dad and I...

Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

Timing Is Not The Key…Time In The Market Is

Timing Is Not The Key…Time In The Market Is: I don’t know...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...

A 5 Star Rating Equals A Good Fund

VA 5 Star Rating Equals A Good Fund Football season is...

A Business Plan for Life

Do you ever notice how one part of your body affects every...

A Business Plan for Life

Do you ever notice how one part of your body affects every...

Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Mid-Year Market Update

It’s already July and we’re midway through 2021 so we just had...

Lazy Money

Success is defined in many ways, but I would say for someone...

Lazy Money

Success is defined in many ways, but I would say for someone...

Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Survivor Income

Just recently Asher and I were putting together puzzles. He loves to...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Stocks vs. Other Investments: Common Wisdom

Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks...

Women and Wealth Week

Women and Wealth Week Highlights We just held a week-long session called...

Women and Wealth Week

Women and Wealth Week Highlights We just held a week-long session called...

Women – Money – Power

Women – Money – Power: My dog had puppies. Eight cute adorable...

Women – Money – Power

Women – Money – Power: My dog had puppies. Eight cute adorable...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Stock Market Investments: Red Money

LThis week we are continuing our talk about different stock market investments...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

Market Update

Rob Brinkman We have seen recent gyrations in the stock market and...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

401K Rollover Options

401K Rollover Options Our topic today is 401K rollover options. Recently, I’ve...

Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Health Insurance Options

Welcome to our First Friday event where we’ll be talking about Health...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Shifting Into Retirement

Shifting Into Retirement: Investment positioning can greatly affect cash flow management (aka...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Building An Investment Portfolio

Are you wondering how to build an investment portfolio? The simple truth...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

Do Gold and Silver Have A Place Inside My Portfolio?

During our First Friday LIVE this past week I spoke with Ryan...

When Should I Take Social Security?

That’s a question we hear often, and you may not like the...

When Should I Take Social Security?

That’s a question we hear often, and you may not like the...