investing
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?
What is a Self-Directed 401(k)? [Video]
[Video]Investing-What is a Self-Directed 401(k)?| If you have a 401(k) through your employer you know that very commonly we have different investment choices. You may also have something called a self-directed 401(k).
How a Financial Advisor Helps You Make Progress[Video]
[Video]How a Financial Advisor Helps You Make Progress| Can you think of someone that has helped you make progress in the past? We all have those people who have helped us grow at some point in our lives. As financial planners that is what we hope to do as well for you.
How to Improve Cash Flow -Business Owners[Video]
[Video]Business Owners-How to Improve Cash Flow| We are going to talk through a Cash Flow Statement which highlights the inflows and outflows of cash. And for every business owner, cash is life! It’s what keeps the business going.
Asset Location [Video]
[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes. Taxes are a fact of life and we can’t avoid them forever. However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.
Business Owners: Set Up Repeatable Monthly Bookkeeping Tasks [Video]
[Video]Business Owners: Set Up Repeatable Monthly Bookkeeping Tasks| How do you set up an accounting structure so everything is in place where you can get reports and know the health of your business? Let’s talk about some monthly repeated tasks you can do every month, every period, and every year.
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