Investment

How To Invest

Investing is not always about what you do (i.e. choosing where to invest), it’s equally about what you do not do.  In many cases, doing nothing is the best strategy.  One of the primary, less mentioned responsibilities of a Financial Planner is to protect clients from themselves, especially in the short term when they are …

How To Invest Read More »

Is Gold A Good Investment ???

Over the last five or six years we have fielded several questions about gold.  Should gold be the place to invest due to our devalued U.S. dollar?  If we experience another recession, is gold a good investment?  Should I own physical gold coins and store them in a safe? It’s funny how these questions came …

Is Gold A Good Investment ??? Read More »

Active vs Passive Investing – Do You Know The Difference?

Recently I blogged about the importance of no longer using Mutual Funds.  One of the reasons for making this bold statement is that Mutual Funds are often times actively managed investments and as a result incur unnecessary taxation and cost. You see, one of the most important decisions you have to make is whether to …

Active vs Passive Investing – Do You Know The Difference? Read More »

Thank you so much for signing up to receive our Weekly Finance Tips! We hope you enjoy the content.

* Downloading PDF will also sign you up to receive weekly financial tips. But don’t worry, you can always unsubscribe anytime.

Please check your email for the download instructions. We hope you enjoy the content!