Category: Allgemein

Time to read: 5 min Believe it or not, most wealthy people haven’t found themselves in the top 5% because they’ve made one brilliant investment or earn seven-figures a year. In fact, many have similar incomes to others who have accumulated much less money over time. So if income alone isn’t an indicator of wealth, […]

Time to read: 6 min The term “Cash is King” has been around for a long time. While some people are staunch believers that readily accessible money is the key to financial health, others are vehemently opposed to the idea, believing that assets and investments are at least as important as cash. All of this […]

Time to read: 3 min It’s fair to say that, for many Americans, a presidential election is a high-stress situation. From concerns over social issues, domestic and foreign policy, healthcare, and more, it’s understandable that many feel there is a great deal at stake. When you add in the 24-hour media cycle, vastly opposing ideologies, […]

Time to read: 3 min While the CPI is a crucial economic indicator, there’s a noticeable gap between what it reports and what people feel day to day. Let’s dive into this disconnect and what it means for you as a consumer and a financial planner. The CPI and Inflation: What Are They? The CPI, […]

Time to read: 4 Minutes Most financial advisor firms know how to leverage debt to their clients, however there are always benefits and risks to this. Using debt strategically involves leveraging borrowed funds to achieve specific financial goals or cover unexpected expenses. Taking a loan out on your 401(k) can be a strategic way to […]

Time to read: 4 min When it comes to building wealth, there are several factors that affect how much wealth somebody is able to accumulate and how quickly they are able to do so. Some of these factors, like income, lifestyle, and spending habits, may seem obvious. Others, however, may surprise you. One aspect of […]