investing
Update Your Monthly Contributions [Video]
Did you know the maximum amount that can be contributed to retirement accounts can change from year to year? It’s true. And taking advantage of these contribution limit increases can make a big impact over your working career.
Is the Bear Market Over?
Markets have rallied off the bottom causing investors to ask, “Is the 2022 bear market over?” We look at what’s happening with the economy and what the bond market is telling us about a potential recession. Then we dive into different types of bear markets and give our perspective on what to do if the current bear market has further to run.
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.
Open Enrollment – Deciding between Medical Insurance Plans [Video]
[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.
Day Trading versus Long Term Investing
Aesop’s Fable “The Hare & The Tortoise” can teach us a lot about investing. Is it better to be a Day Trader or a Long Term Investor?
