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Transitioning Children to Adulthood and Considering the Option of Paying for College
/in Financial Planning, Money Management, Student LoansChanging 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 […]
Economics and Trade
/in Investments, Money ManagementThis 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 […]
Tips On Financial Investing, Vehicles, and Your Paycheck
/in Car Buying, Investments, Money Management, NewslettersThis 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 […]
Investment Portfolio Resources
/in Investments, NewslettersThis 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 […]
Financial Tips & Resources
/in NewslettersThis 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 […]
Never Chase Financial Returns
/in NewslettersHappy New Year! This month, I’d like to highlight the following: Read: A new year provides us with an opportunity to reflect on our accomplishments (and any missteps) and resolve to start afresh. Whether you make New Year’s resolutions or not, here is one resolution worth keeping: Never chase returns. This article from Morningstar shows how investors who […]