by ccordell12 | Dec 30, 2013 | Asset Management, Financial Planning, Planning for Retirement, Retirement Planning, Tools for Growing Families
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing...
by ccordell12 | Dec 30, 2013 | Asset Management, Planning for Retirement, Resources for Retirees, Small Business Owners, Tax Planning, Tools for Growing Families
It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed? IS IT...
by ccordell12 | Dec 30, 2013 | Asset Management
What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had an extra million or 10 million or more? Whether you picked the right six numbers in your state’s...
by ccordell12 | Dec 30, 2013 | Asset Management, Planning for Retirement, Resources for Retirees, Small Business Owners, Tools for Growing Families
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest...
by ccordell12 | Dec 30, 2013 | Asset Management, Financial Planning, Planning for Retirement, Resources for Retirees, Small Business Owners, Tools for Growing Families
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the...
