The Benefits of an Evidence-Based Financial Advisor
Evidence-based advisors adhere to investing based on rigorous academic data, rather than emotions. Learn more about working with one here.
Business Advice
Special Resources Available for Veterans Who Want to Start a Business
If you have recently transitioned to civilian life after serving in the military, you may feel uncertain what to do for a career if you’re not yet retirement age. For many veterans, starting their own business is an attractive and logical choice. This option is so popular among America’s veterans that nearly 10 percent now …
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Think Outside the Box to Survive a National Financial Crisis
The coronavirus pandemic upended the lives of all Americans, including millions of business owners, within a matter of days. With the crisis now entering its third month, you may have barely had a chance to catch your breath and adapt to the new reality. According to a recent article published in Forbes Magazine, however, accepting reality …
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Investment Tips During and After the Coronavirus
Like every other area of personal finance, the stock market during and after the coronavirus pandemic will look much different than it did before it. This first became evident in mid-March when the stock market took a huge one-day plunge to rates not seen since the national economic crisis of 2008. The uncertainty towards the …
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How to Start Investing When Cash Flow is Low
It surprises some people to learn that anyone can make a starter investment, regardless of how much cash they have on hand. The first step is as simple as consciously thinking about your financial goals. Having specific targets makes it more likely you will make sacrifices if necessary as well as keep you on track …
The CARES Act Opens Floodgates to Free Money for Businesses
These are the basic details of loans available to businesses. They are unbelievable unless regulations put limits on these loans: This new law lets any business borrow 2.5 months of payroll, benefits, interest on loans and lease payments. The loan is made through a bank that is an SBA approved lender and is guaranteed by …
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Preparing Your Business for the Effects of the Coronavirus – Emergency Business Planning
Preparing Your Business for the Effects of the Coronavirus – Emergency Business Planning With the rapid onslaught of the Coronavirus already disrupting business operations in the U.S., there are three ways you can face the future: panic, do nothing, or plan. As we work with business owners through these tough times, we know the best …
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Ask These Four Questions Before Hiring a Financial Advisor
You have taken an important step towards securing your financial future by making the decision to hire a financial advisor. That’s the good news. The challenging part is interviewing several financial advisors until you find the right one. This is especially true when you aren’t sure what to ask this professional. We recommend asking the …
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Save vs. Invest: Which One is the Right Option for You?
You want a secure financial future but feel uncertain about the best ways to make that happen. Many people in your position get to the point where they consider the question of saving vs. investment. Which one you should do first or whether you should plan to do both depends on your financial goals for …
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Manage Your Money Well by Avoiding These Risks
Everyone manages their money daily, but some do a poor job at it while others save and invest wisely. It’s important to avoid certain actions and learn from your mistakes if you hope to find yourself in the second category. We discuss some important wealth management risks to avoid below. Failing to Diversify Your Portfolio …