Posts Tagged ‘stockmarketeducation’
Tax Talk – The Secure Act 2.0
The SECURE ACT 2.0 This was signed on December 23, as part of the Omnibus Appropriations package. The main purpose was funding the federal government but it was filled with…
Read MoreJanuary Market Update – The 60/40 Rule is Dead
As we just finished 2022 And now are going into 2023, it’s a good time to reflect. Be sure to check out our full market update in the last Power…
Read MoreBetram Financial September 2022 Market Update
In this monthly installation of our Market Update, we discuss the rocky road that the market has taken year to date. After slight rebounds at the end of the…
Read MoreAugust Power Hour – Intro to the Universal Family Office
August Power Hour Summary Market Updates Ask Why? Why supply chain issues, why high gas, what’s the underlining motive… Green New Deal? No war, no mass pandemic… Then…
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 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…
Read MoreRisks and How To Protect Your Money & Retirement Income – Part 2
Trick or treating is coming up. Did you ever think about that? Who would ever choose trick over treat? Now I get it. It’s supposed to be that…
Read More