Have you ever wanted to invest but don't know how to start? In this video, we hope to provide you with the preliminary concepts you should know before you invest. This video covers systematic and unsystematic risk, the difference between price and value, and time frame. Turn on your notification button and subscribe to our channel so you don't miss out on our upcoming video series on how to invest. Happy Investing!
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.
In June 2022, the OASDI board of trustees released their annual report regarding social security and disability. In their report they estimated that the social security trust fund—the left over revenue-generated from social security taxes—will deplete in 2034. Here are some ways this might affect our social security benefits in the future.
Much has been learned about investor behavior since the introduction of MPT. Following its prescriptive process is no longer enough because behavioral biases, much like physiology, is an immutable condition.
Ultimately, the retirement plan will require balancing the desires of life, with making sure we “don’t fall short.”
It comes as no surprise that investors expect financial advisors to be able to select profitable and suitable investments for client portfolios. There are three primary ways in which advisors approach this decision-making process. Some advisors rely on their home office or investment companies to perform the research and create a list of recommended investments. Others prefer to leave the investment decisions and asset management solely in the hands of a third party. Lastly, an advisor may prefer to perform their own research and analysis to determine suitable investments for their clients.
