Category - Investing

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What is Your Long-Term Investment Strategy?
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How to Become Financially Fit in 2021
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Work Through Your Investment Worries
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Just Starting Out – Resources to Help With Money Stuff
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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

Work Through Your Investment Worries

Are you worried about how your investments are faring this year? We can’t say there is absolutely no reason to worry but what we can say is that you are not left with no recourse. You can find ways to worry less and strategize about how to make the most of the earnings you do have.

In “This Investment Trend Will Deliver a Profit Bonanza in 2021,”  Forbes. com offers advice to investors who are preoccupied with the performance of their investment portfolios. People are justifiably concerned. Companies are going out of business. The economy has taken …

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Just Starting Out – Resources to Help With Money Stuff

 

Photo credit: jb

A recent college graduate approached me recently to ask about saving and investing. He had begun investing using one of the micro-brokerage apps, and had a few questions about getting started with saving and investing.

We briefly talked about saving concepts, including emergency funds, goals for saving activities and whatnot, as well as the concept of diversification. But I knew that the brief amount of time we had available to talk would not be enough to answer all of his questions. In addition, although at one time I was in his very shoes (starting his first …

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The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now

FINANCIAL PLANNING, INVESTMENTS

There’s an old saying that time is money. For millennials saving for retirement, time is on their side when it comes to making money with long-term investments in the stock market. Born in the early 80s through the mid-90s, this generation can weather market volatility better than investors closer to retirement. Millennials, categorized as those aged 18-37 years of age, can even be well-served by market downturns because dips offer buying opportunities. For millennials considering stock market investing, it’s important to also

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