BEAR MARKET STRATEGY: TAX LOSS HARVESTING
Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...
Read More...
SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH
Need some extra cash? How about a side hustle? If you ask this question to anyone, I don’t think many people would say, “No thanks, I’m...
Read More...
THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?
How many times can you think of something in your life that was painful but ultimately ended up being for your own good? One of the most...
Read More...
Tis the Season! Wedding Season that is!
Tis the Season! Wedding Season that is! With statistics showing 80% of all weddings taking place between May and October every year. And...
Read More...
OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS
Have you ever made a decision in the past that, years and years later, you came to regret? I’m sure we all have. We work with teachers...
Read More...
MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?
A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...
Read More...
HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT
Did you know: Good Driving Habits Can Lead to Better Gas Mileage And More Dollars In Your Bank Account? There are several things you can...
Read More...
BEAR MARKETS: NORMAL BUT NOT FUN
Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...
Read More...
RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY
With increasing gas prices, seeing inflation every day at the grocery store, coming off a 2 year long and counting world pandemic, and...
Read More...
BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES
Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...
Read More...
INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)
2022 has presented some unique challenges to investors regardless of age and the risk composition of your portfolio. Stocks have seen a...
Read More...
SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM
Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my...