Where is Your Money Taking You?
Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!
Posts — Category: Investment Strategies
Optimize Your Wealth With an Investment Portfolio Review
When was the last time you checked your investment portfolio—when flip phones were still a thing? Don’t worry, you’re not alone. Many people set up their investments and forget to
Feb, 20 2025
Financial Advisor vs Fiduciary vs Financial Planner: Learn The Difference
Figuring out who to trust with your money can be a bit overwhelming. With titles like financial advisor, fiduciary, and financial planner floating around, it’s easy to think they all
Feb, 12 2025
Stay Ahead: Retire Well Despite Low Interest Rates
Interest rates play a pivotal role in shaping financial landscapes, and their impact on retirement is no exception. When the Federal Reserve lowers or maintains low interest rates, it directly
Jan, 20 2025
The Rule of 72 Explained: Double Your Investments Faster
The idea that ‘you need money to make money’ rings true in many situations. But when it comes to saving for retirement, the beauty is that even a small amount
Dec, 17 2024
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Understanding Defensive Investment Strategies to Protect Your Retirement Portfolio
Defensive investing is like putting your money in a suit of armor—it’s a strategic approach focused on minimizing risk and preserving capital, perfect for those who prefer to steer clear
Nov, 20 2024
Is the 4% Rule in Retirement Still Relevant With High Inflation?
Many soon-to-be retirees are questioning if the 4% Rule is still a relevant strategy for retirement income in an environment of high inflation. Amidst this economic uncertainty, some advisors suggest
Nov, 13 2024
Two Heads, One Account: The Perks & Pitfalls of a Joint Brokerage Account
A joint brokerage account lets two or more people manage investments together. Whether you’re a couple, siblings, or business partners, this type of account helps you pool resources and simplify
Nov, 08 2024
Fortify Your Wealth: The Smart Investor’s Guide to Safe-Haven Assets
Safe-haven assets are vital yet frequently underestimated components in the investment world, providing a protective barrier for your portfolio amidst economic downturns. These assets have an impressive capacity to remain
Nov, 04 2024