Category - Investing

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Guidelines for an Emergency Fund
2
Investing Lessons from a Fun Sport
3
Investing Advice from Mellody Hobson
4
What is Your Long-Term Investment Strategy?
5
How to Become Financially Fit in 2021

Guidelines for an Emergency Fund

Perhaps you had to tap into your emergency fund during the past year or so. Or maybe the uncertainty surrounding the pandemic has you thinking that it is time to start an emergency fund. Real Simple offers “5 Rules for an Emergency Fund That Will See You Through (Almost) Anything.

You might wonder why you even need “rules” for an emergency find but guidelines can help you as you try to save enough to keep you afloat should you need it.

The conventional advice from financial experts is that your emergency fund should cover 3 to 6 months …

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Investing Lessons from a Fun Sport

In “What Pickleball Can Teach You About Investing,” Jacob Schroeder, writing for Kiplinger.com, demonstrates how you can apply everyday lessons to your investing and financial planning…if you pay attention.

Pickleball isn’t tennis but it has some things in common with tennis. In pickle ball, the players use paddles to hit a small plastic ball over a net. And if you didn’t know, pickleball is popular with retirees. There are pickleball tournaments at community centers and most players are in their golden years. The author of this article played the sport outdoors as a way to get some recreation and follow …

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Investing Advice from Mellody Hobson

The Motley Fool highlighted investment advice from Mellody Hobson. Hobson is known as the the co-CEO and President of Ariel Investments, where she had worked for almost thirty years. Late last year, Starbucks names Hobson as its board chair making her the first African American woman to hold that position.

The financial difficulties Hobson experienced growing up had an effect on how she views investing. She was the youngest of six and grew up in a loving home but there were some challenging financial issues. What she saw motivated her to learn more and understand how financial systems work. Instead …

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What is Your Long-Term Investment Strategy?

We don’t have tips on that one thing you absolutely must invest in because everyone knows it is sure to bring big returns. Your investment choices depend on a number of factors including: how much you have to invest, your age, your tolerance for risk, and your values.

What we can do is look at some trends for the upcoming year. According to Kiplinger.com, big-name tech companies may not be leading as they have in the past. You don’t have to get rid of stock in large tech companies, however. You should consider looking at smaller companies in emerging …

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How to Become Financially Fit in 2021

by Christina Slavonik, CFP(R) Oh, yes!  It’s that time of year again! It’s time to list out resolutions or goals that we would like to accomplish this year.  There may be some “rollovers” from 2020!  One important resolution to add to your list is to be financially fit.  It’s not something that happens overnight, but […]… Read More

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