What Are The Economic Factors That Impact Your Investment Portfolio
Love to get your thoughts on is how the economy affects my portfolio. So let me share a story with you quickly. First time that
June 18, 2024
Author: upwork
The Time Value Of Money And Debt Management
Our clients ask us a lot about getting into retirement and how to pay for different things. Or a lot of times we just get
June 17, 2024
The Conviction Of Biblically Responsible Investing
As we start our show here, I want to share some wisdom from our founder, Dan Celia, on the conviction of biblically responsible investing. I
June 17, 2024
Dollar-Cost Averaging When A Stock Splits
Lynn from Ohio saying 65 and 61, husband and wife were expecting to head into retirement for health reasons. Now, we figured that we may
June 17, 2024
Commentary: Retirement Account Balances Hit Two-Year High
Yeah, interesting headline came across my eyes here. The retirement account balances hit their highest level since 2021. So Americans retirement account balances are at
June 16, 2024
How To Save Money For Your First House
Jared’s a youngster asking a good question. He says, hello, my wife and I are in the process of saving up to buy our first
June 14, 2024
What To Know Before Setting Up A Qualified Charitable Distribution
I just realized yesterday that this month I turned 70 and a half. So guess what I want to do. You want to do a
June 13, 2024
Guide To Deploying New Money In The Market
Keith here. Shanna saying, I got 26,000 in cash in my IRA. Is there a certain stock or stocks that I should buy? I was
June 13, 2024
How To Avoid Common Investing Mistakes
How do we avoid making really major mistakes in investing? It’s really easy for us to be haunted by past mistakes, getting off of that
June 13, 2024
What To Know Before Selling Fractional Shares
Anthony is asking, I follow the alerts that are sent out. However, the fractional portion of my shares gets left in my portfolio. Is there
June 13, 2024