Unlock The Hidden Power Of Your Goals By Asking 3 Daring ‘Whys’
“If you aim at nothing, you will hit it every time.” – Zig Ziglar
Time-Weighted Rate of Return vs. Money-Weighted Rate of Return
Understanding Performance Metrics for Informed Investment Decisions Last week’s article on Average Returns vs. Actual Returns – Understanding The Difference received quite a bit of praise, so let’s continue the conversation to discuss two different common rate of return metrics used when discussing investment portfolios. Two commonly used metrics are the time-weighted rate of return (TWRR) and the money-weighted rate […]
Is ‘Greedflation’ Becoming A Reality?
While inflation has been cooling off from the craziness we saw in 2021 and 2022, it is still well above the Fed’s targeted range of 2-3%.
The Common Mistakes Most Investors Make & How The Wealthy Act On It
Your Investment Recovery Playbook(3 Urgent Opportunities & 2 Uncommon Defense Strategies) Will a recession arrive in 2023, and how bad will it be?
Your Tax Savings, Threatened? (How Wealthy Americans Unlock Hidden Uncertainty Tax Opportunities)
It can feel like the floor is about to fall out from under you when thinking about tax law changes. With each news release about what they’re considering, questions swirl through your mind like:
Five “Hidden” Tax Opportunities To Take Advantage of Before They Go Away
Have you been making good use of the recent tax code changes to legally reduce the amount of taxes that you pay each year?
5 Powerful Money Lessons You Didn’t Learn In School (But Essential In Life)
What’s the hardest lesson you’ve ever had to learn about money?