Investing
Are the Bulls Back in Control of the Stock Market?
Early 2023 has been a banner year for investors. Are the bulls back in control of the stock market? We review first half performance and give our thoughts on some hot topics in finance: is a recession still coming, and what does that mean for stocks and bonds?
All About I-Bonds: What Are They & Interest Rates [Video]
In this video we will discuss what are i-bonds and their interest rates. These could be a great savings tool but there are pros and cons.
Thanks-GIVING!
Thanksgiving is a season to be grateful, but we think it’s also the season to GIVE! In this article we discuss types of charitable giving!
Investing vs. Speculating… Are You Feeling Lucky? [Video]
Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.
Retirement Saving Strategies for High Income Earners [Video + Free PDF]
One of the most common questions we get from high earning business owners and corporate executives is: how can I be saving more money for retirement? Here are several options to consider, along with a video and free PDF guide.
Be Aware of the Lifestyle Creep [Video]
Have you ever found that as you earn more income you spend more? This is what’s known as the lifestyle creep. This means as your income increases so do your expenses. So year by year you slowly earn more over time. Therefore, your expenses go up over time too. One thing to be thoughtful of…
