by admin | Jun 21, 2020 | Investing, Retirement, Stock Market
The short answer is—you have an unrealized loss also known as a “paper loss.” If you purchased a stock or other investment at a certain price and it’s down from your initial purchase price, you have an unrealized loss. On “paper” it shows your stock has decreased in...
by admin | Jun 21, 2020 | Investing, Retirement, Stock Market
Advisors, including myself, will tell you it’s difficult to perfectly time the market. No one knows when it’s going to be the perfect time to buy or sell. We don’t know the next “hot tip” nor do we have inside company information. What we do know is what history has...
by admin | Jun 21, 2020 | Budgeting, Retirement, Savings, Tax Planning
On a Sunday…a SUNDAY, the Federal Reserve moved to cut interest rates to 0-0.25 percent. As well they increased their purchase of Treasuries and Mortgage Backed Securities. These powerful moves were made to combat the effect of the Coronavirus on the economy and to...
by admin | Jun 21, 2020 | Budgeting, Retirement, Savings, Tax Planning
Although it seems like you have time to get your finances in order before year end…trust me, you do not. NOW is the time. If you wait any longer, you could get caught up in the joy and hoopla of the holidays causing you to push your tasks off. Don’t let the holidays...
by admin | Jun 21, 2020 | Budgeting, Retirement, Savings
Have you heard of the new F.I.R.E movement? It stands for financial independence, retire early. Actually it’s not a new concept, it’s just a new way of talking about early retirement. It touts a different–quicker way to leave your 9 to 5. The ultimate goal with...
by admin | Jun 21, 2020 | Investing, Retirement, Stock Market
I am learning on a daily basis that people want to buy stocks, they just don’t know how. They don’t know where to start, who to call, or where to go. If you are one of those people, I GOT YOU! First, let me say this one thing. You can start investing on your own...
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