by | | Financial Planning, Formation, Foundation, Industry News
Key Takeaways: The student loan payment pause from the pandemic will end on September 1st – meaning payments will be due October 2023. We want to make sure that all of our clients with student loans are prepared and have adjusted their spending plans to account...
by | | From the Trade Desk, Learn How To Invest, Maximizing Your Investments, Retirement Investing
Key Takeaways: Investing in gold is pure speculation as there are no cash flows backing it nor does it earn a yield. Although it may be tempting, it is usually never a good idea to sell more than 10% of your portfolio to invest in gold. In small percentages, investing...
by | | AllGen Academy, Components of Financial Freedom, Formation
Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy video below. The Top 4 Reasons Why People Fail to Reach Financial Freedom Even with good intentions, there are some common mistakes that people make...
by | | From the Trade Desk
Key Takeaways: We expect the debt ceiling to be raised in time to avoid a default – keep in mind that the media typically plays into the drama of it all to gain viewership. Our investment philosophy is to manage risk first, which we typically do through proper...
by | | From the Trade Desk
Key Takeaways: Market opportunities rarely present themselves in obvious ways but can typically be found when nobody else is looking for them. Historically, when investors pile cash into extreme rates, markets tend to do well one year later, as well as two years...
