As we enter into the holiday season this month, I thought it prudent to touch on giving versus getting, experiences versus things, and why sticking to a budget always makes sense: Services spotlight: Bona Fide Finance utilizes Right Capital, a software piece designed to give you the full spectrum of your finances and its projections into […]
If you’re looking for different ways to weigh your options, we offer you a useful technique to consider: it’s called expected value analysis. This simple approach packs a powerful punch. If you find the information provided valuable, please pass this email along to your family and friends! Better yet, recommend them to subscribe to this monthly newsletter […]
September’s theme is de-risking your life: If you find the information provided valuable, please pass this email along to your family and friends! Better yet, recommend them to subscribe to this monthly newsletter by signing up on our website! You can click on the links below to access this month’s resources. Thanks for reading, listening, and watching!
It’s “summertime and the livin’ is easy” and I want to highlight what most of us often take for granted: the fact that we live in the richest time of history. To that effect, I offer the following: If you find the information provided valuable, please pass this email along to your family and friends! Better yet, recommend […]
I hope you all had a fun and safe 4th of July! As summer is often seen as the prime time to buy or sell a house, I’d like to highlight the following on the theme of your home mortgage and buying a house: If you find the information provided valuable, please pass this email along […]
Changing up my format slightly this month, I’m offering three podcasts on the topic of transitioning children to adulthood and considering the option of paying for college. With high school graduation season upon us, this topic is timely as ever. Therefore, I’d like to highlight the following: If you find the information provided valuable, please pass this […]
This month, I’d like to highlight the following, with an emphasis placed on economy and trade: If you find the information provided valuable, please pass this email along to your family and friends! Better yet, recommend them to subscribe to this monthly newsletter by signing up on our website! You can click on the links below […]
This month, I’d like to highlight the following resources on investing, vehicles, and your paycheck cycle: Read: Have you ever wondered what the benefit is of having a financial advisor for your investments, especially if you’re a do-it-yourselfer? This Vanguard client brief explains how financial advisors create value for investors. Listen: Car leasing is the most expensive way […]
This month, I’d like to highlight the following: Read: This short article “Investment Shock Absorbers” from Dimensional communicates the need to diversify your portfolio and identify the right mix of investments, all of which helps you keep on track toward your investing goals. Listen: In this podcast hosted by Meb Faber, he discusses “Why ‘Shareholder Yield’ Beats ‘Dividend […]
This month, I’d like to highlight the following: Read: This article by Personal Capital showcases four tips to max out your 401k in 2017. A little planning can go a long ways! Listen: Tight on time? Take 3 minutes to listen to this address from Jesse Mecham, founder of YNAB. He discusses why most people quit budgeting (hint: update […]