Posts Tagged ‘investingeducation’
End of Year Planning and Gifting
Wins of the Month Nels shared a win on the team approach. One of their attorneys was in a car accident and is out of work now recovering for…
Read MoreMarket Update – Returns vs Results
Market Update – Returns vs Results In our Power Hour, during our market updates, we were talking about returns versus results. Let’s a little bit more in depth with this.…
Read MoreThe Convervative 60/40 Portfolio Split is Dead!
Power Hour Summary Wins of the Month – Our greatest reward as an advisor is knowing we have taken financial worry and stress away from a client. Often, this has…
Read MoreTax Talk
Tax Talk In our Power Hour last week on August 15th, we had the tax talk here with Mark Brandenburg. And it was really great information that he shared, talking…
Read MoreJuly Power Hour – Market Update
July Power Hour Summary Market Update – This has been the worse half year since 1970 United monitors items typically present at the start of recessions. Of the 7…
Read MoreJune Power Hour – Men and Money
Men have historically been accepted to be the breadwinner and CEO or the house and while today that is not always the case, men often still feel that…
Read MoreGreen Money: The Best Kept Secret In The Financial World
Let’s take a look back at a subject that is worth being mindful of, and that is the various colors of money. This week – let’s talk about green money,…
Read MoreInvestment Vehicles – What Is Yellow Money?
For the Video version of the following post – Click HERE. This week we’re talking about different investment vehicles. Part of that will be discussing the Colors of Money strategy…
Read MoreDo I Need An Advisor?
Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want…
Read MoreNew Opportunity for Lazy Money
Hello everyone, this is a different type of video this week but I am really excited to bring an announcement that’s something that the team behind the scenes has been…
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