Saving Money and Accumulating Wealth: Fundamental Principles of Wealth and Resource Management

An objective of ours is to help you learn how to find financial success. However, there is more to doing that than just crunching numbers and making investments. The main reasons most people do not achieve financial success is because they fail to apply fundamental lessons that apply on a much wider basis than finance alone. This section … Continue reading Saving Money and Accumulating Wealth: Fundamental Principles of Wealth and Resource Management

Categories Financial Planning, Investing and Financial Planning
Tags , , ,
Leave a comment

Company Retirement Plans: 401K and Pension Plans

Just as Social Security is in the process of change, so too are most corporate benefit plans. There was a time when the average “company man” could depend on his or her employer to fund his retirement in an adequate and dependable basis. Unfortunately, this time has passed. The first step toward the change was with the … Continue reading Company Retirement Plans: 401K and Pension Plans

Categories Investing and Financial Planning, Retirement
Tags ,
3 Comments

Investment Liquidity: What it is and Why it is Important

Liquidity is a concept that many investors fail to take into account or understand and as a result their financial plans fail to come through in such critical times as retirement or college funding for a dependent. However, the fact is liquidity or a lack thereof causes more financial problems than almost any other aspect of … Continue reading Investment Liquidity: What it is and Why it is Important

Categories Investing and Financial Planning
Tags
1 Comment

An Introduction to Portfolio Management

Most investors leave the more technical aspects of portfolio management to their financial consultants. However, this need not be the case. The average educated person can certainly gain a grasp of the topic sufficient enough to help make his or her own investment decisions. The key to learning is gaining the knowledge and then practice applying it to … Continue reading An Introduction to Portfolio Management

Categories Investing and Financial Planning
Tags
Leave a comment

Knowing your Situation: A Personal Investment Strategy

“Know thyself” was a phrase placed over the oracle of Delphi in ancient Greece. It is a phrase that is just as relevant and insightful when designing your investment strategy. The more you know then the better you will be able to design a strategy that fits your unique needs. We will be covering certain factors you must … Continue reading Knowing your Situation: A Personal Investment Strategy

Categories Investing and Financial Planning
Tags ,
Leave a comment


css.php