06/13/2023
🎢 📉 In this week's newsletter we write about "Embracing Volatility: How Market Fluctuations Can Drive Long-Term Investment Returns"
While most shudder at the term "volatility", thinking only of market dips, I argue that these changes - both drops and surges - are essential parts of investment dynamics. So, for long-term investors, the message is clear: Embrace volatility. Understand it, appreciate it, and let it work for your portfolio.
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06/06/2023
📈💪 In this week's newsletter we write about "Market Resilience Post-Debt Ceiling Crisis: Why Now is the Optimal Time for Long-Term Investors to Buy"
💡📩 To be sure you get the next issue, subcribe by clicking here -> https://buff.ly/43oqJuI
12/29/2022
No matter the cause of separation, it’s always possible to break down barriers, set up communication processes, and take steps to thrive together as a family. Where’s the best place to start?
What's A Family Mission Statement and How To Write One
A shocking 70%-80% of Americans consider their families dysfunctional. Why does such a large majority of the population struggle to get along with those closest to them? Disagreement sources can vary from miscommunication to financial loss or even the death of a loved one.
12/27/2022
If giving aligns with your personal values, have you considered how you can incorporate the same goal into your financial plan?
How You Can Leave Your Legacy Through Planned Philanthropy
Philanthropy is so much more than a charitable donation. By being philanthropic, you join an altruistic effort to better the world around you. If giving aligns with your personal values, have you considered how you can incorporate the same goal into your financial plan? We’ve compiled
12/22/2022
Replacing confusion with clarity is the best way to remove this doubt and put yourself on the path to financial freedom.
The Year-End Financial Checklist All Families Need
A growing number of Americans overestimate their financial literacy. With so many in the dark, it’s no surprise that 77% of Americans feel anxious about their financial situation. Confusion surrounding budgets, bills, and bank accounts can make it feel impossible to achieve your desired financial
12/20/2022
The Social Security Administration (SSA) released important updates for 2023, wondering how these adjustments affect your wallet? Let’s dive in.
The Social Security Administration Announced 2023 COLA Updates. How Does It Impact You?
On Thursday, October 13, 2022, the Social Security Administration (SSA) released important updates for 2023, including cost-of-living adjustments (COLA) for retirees, changes to Medicare premiums, and retiree earning limits. Are you wondering how these adjustments affect your wallet? Let’s dive in...
12/15/2022
The end of the year is the perfect opportunity to make sure you’re still on track toward achieving your financial goals. Use this year-end financial checklist as your guide.
The Year-End Financial Checklist All Families Need
A growing number of Americans overestimate their financial literacy. With so many in the dark, it’s no surprise that 77% of Americans feel anxious about their financial situation. Confusion surrounding budgets, bills, and bank accounts can make it feel impossible to achieve your desired financial
12/13/2022
What Issues Should I Consider Before I Retire? Here is our informative PDF to walk you through these issues. https://buff.ly/38X76Tz