From the infamous “Brexit” vote in the UK, to good news in U.S. jobless claims and consumer spending, investors braced themselves for substantial volatility in the second quarter of 2016. Depending on what day you watched the news, you might have thought the world was on the verge of utter chaos and destruction in the… (Read More)
Quarterly Market Review – First Quarter 2016
Despite the Dow Jones Industrial Average and the S&P 500 index experiencing their worst start to the year EVER, most of the major asset classes bounced back to finish the first quarter on a fairly positive note. To the surprise of many, we learned that the U.S. budget deficit fell to the lowest level since… (Read More)
Is Your Financial Planner Certified? (Video)
Would you go to a personal trainer who wasn’t certified? How about a doctor or surgeon? A plumber? Electrician? Day care facility? Yeah, I didn’t think so. Did you know that only 20% of people who hold themselves out as financial planners in the United States are CERTIFIED FINANCIAL PLANNER™ professionals? Yes, I’m dead serious… (Read More)
7 Simple Steps to True Financial Freedom – Part 4
Several months ago, I started a series called, “7 Simple Steps to True Financial Freedom.” In this post, we’ll cover step 3, “Establish an emergency fund.” We’ll talk about what an emergency fund is and why you need one, how much you should have in yours, where this money should come from, and where to… (Read More)
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