Millennial Money Myths – Avoid Stereotypes and Succeed Financially

Millennials. Just the mere mention of the term brings out a variety of opinions. It always amazes me how certain generations get assigned a number of stereotypes. Stop me if you have heard these before:Millennials are lazy and entitled.This generation is so selfish and immature.Millennial money habits are terrible. This is truly the “me” generation.Millennials …

Millennial Money Myths – Avoid Stereotypes and Succeed Financially Read More »

Fear of Investing – Conquer the Things Holding You Back

The fear of investing is a very powerful barrier for a lot of people. With constant talk of stock market crashes and economic slowdowns, it’s natural to have a cautious approach. However, investing is still one of the best wealth builders available for the majority.  It is important to consider facts over emotion when you …

Fear of Investing – Conquer the Things Holding You Back Read More »

Living Trust – The Ultimate Cure All For Estate Planning?

Many people begin their estate planning efforts by drafting a will. Another common way people address their situation is through the use of a living trust. Living trusts have gained popularity in recent years, especially among those of the “baby boomer” generation. It is now common to see generic documents and online kits. Many of …

Living Trust – The Ultimate Cure All For Estate Planning? Read More »

Index Funds and Mutual Funds – What Should You Look For?

For the vast majority of investors, index and mutual funds are the preferred way to gain access to the stock market. In general, mutual funds are a pool of investments funded by shareholders that trades in diversified holdings which are selected and managed by a professional. Index funds are a pool of investments that match …

Index Funds and Mutual Funds – What Should You Look For? Read More »

Understanding Investment Asset Classes – Why Is It So Important?

I often discuss the benefits and advantages of having a diversified portfolio. What exactly does that mean? A critical point to understand is the importance of having various asset classes in your portfolio. An asset class is simply a group of stocks or bonds that share similar characteristics. These businesses are not necessarily in the …

Understanding Investment Asset Classes – Why Is It So Important? Read More »