What Is Fiduciary Advice (and Why Does It Matter)? Hi, it’s your Money Mavens and we’re on the lookout today. For P/E ratio. For lump-sum investing. For alpha and beta. For daily dividend factors. What do they all have in common? For our team, we’ll confess to...
IRA: In a Trust or Not? Hi, it’s your Money Mavens with a quick question… You’ve heard about creating a trust, right? You’re also familiar with retirement accounts like an IRA, Roth IRA, 401(k), 403(b). In fact, you likely have one or more of these accounts. (If not,...
Maximize Your Profits by Hiring a Virtual CFO Hi, it’s your Money Mavens - it’s time to hire your CFO. “A CFO? For my company? We don’t need a full-time, highly compensated CFO!” You’re right. You don’t need a full-time, highly compensated executive like that (at...
3 Best Retirement Plans for Entrepreneurs? Hi, it’s your Money Mavens. Can we talk about your business and retirement? Because that’s the big question over 10 million Americans are facing right now. “What’s the best way for me to save for retirement as a business...
Tax advantage: Hiring family members - pros and cons? Hi, it’s your Money Mavens. Quick question… Where is the best place to find good employees and contractors who can be great tax advantages for your business? If you answered with Upwork, Monster, or Indeed, those...
Time to raise your prices? Start here Hi, it’s your Money Mavens, and we need to talk about pricing. Specifically, *your* pricing - and giving yourself permission to charge enough so that you are well compensated for your work. Enough that you can take care of...
Rising Interest Rates, What to Do Next? Hi, it’s your Money Mavens, and this is of interest to you… Inflation is rising past a 40-year high. We’re all feeling the difference with grocery bills and gas prices. In response, the Fed is raising interest rates, also called...
The Growth of a Dollar Watch this 3-minute video tracking the growth of just ONE DOLLAR invested in US stocks from 1927 through the end of 2021. Time Magazine covers feature major controversial and negative events over the course of decades are shown on the graph as...
How Do We Pick the Right Investment Recommendations? Step 3: Adjust With Data. Hi, it’s your Money Mavens, and we are fiduciaries… You may already be familiar with the term “fiduciary”, but it may be new to you. Being fiduciaries means we treat your portfolio with the...
How do we pick the right investments to recommend? Step 2: Personalize it Hi, it’s your Money Mavens, and we need to get personal… …With how we pick investments that are worthy of belonging in our clients’ accounts. We previously shared about how we use data to find...
