What are Charitable Investment Strategies?
What Does a Proper Asset Allocation Look Like?
The Primary Asset Allocation: Equity (Stocks) The best way to start asset allocation is at the higher level. There are a few major asset classes that we consider at the high level, you’ve got equities, which are typically stocks. You can purchase equity stocks, equity mutual funds, equity ETFs. And so a stock represents the …
How to Leverage Loans to Benefit Family Members
Hey, everyone, thanks for joining. Today I will be speaking with Jason Sharon. He is the owner and broker of Home Loans Inc. Today, we will be discussing the most effective ways to use a mortgage. We will cover topics like PMI and debunk some of the myths surrounding them. We’re also going to talk …
What are the Differences Between Stocks, Bonds and Alternative Investments?
Today we are looking into Investing 101, and I will be speaking with Scott Poore. He is the chief investment officer for the Eudaimonia Group. The thought for the day is that you have heard a lot of these concepts and terms. There is more jargon in the financial industry than doctors’ experience in the …
What are the Differences Between Stocks, Bonds and Alternative Investments? Read More »
Are Mortgage Brokers Better than Banks?
Today I will be speaking with Jason Sharon. He is the owner and broker at Home Loans Inc. And we are going to be talking about the different ways you can get a mortgage, whether it’s through a broker or a banker. And it’s a very important, informative kind of mortgage 101. So the thought …
How to Start and Operate a Non-Profit
Today I’ll be speaking with Katie Blomquist, the founder and executive director of Going Places and the co-founder of the nonprofit Entrepreneur Academy. She’s got a lot going on, and I love the fact that she just keeps putting herself out there, finding a need, and filling it. The thought for the day is to …
How to Invest in the Growth of E-Commerce
Today I will be speaking with Mike McDaniel, Vice President at Sealy Investment Securities. The thought for the day is E-commerce, more specifically its growth and how much further it has to go. There is a lot of money to be made in that area. The action is to find a way that you can …