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We recently poured some concrete at my house. It’s not a major project that we’re working on at the moment, but any time you work with concrete, one must respect the time it takes to harden. So, of course, I immediately had a small chat with my kids about “staying off...
HALFTIME 2021: A Discussion About the Economy and Markets For those who don't wish to watch the full length interview, you can find an unedited transcript below: SUMMARY KEYWORDS people, inflation, tax, investments, money, business, planning, taxes, Steve, happening,...
Unedited Transcript Below: SUMMARY KEYWORDS business, people, business partner, conversation, business owners, attorney, lawyer, understand, agreements, legal, clients, contract, form, barbecue, planning, relationship, person, running, point, idea...
Finding an objective financial expert that you can trust is not easy. I’ve broken it down into 6 simple steps!
Every day you make decisions that can have an impact on your financial future. Your personal values, beliefs, and habits are paving the roads that will take you to your financial destiny.
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Vertex Capital Advisors. Vertex Capital Advisors is a separate and unaffiliated entity from Advisory Alpha, LLC. Form ADV and CRS Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER™️, CFP®️ (with plaque design) and CFP®️ (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.