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 …
Despite assurances from the Biden administration to the contrary and logical reasons for not invading Ukraine, Russia has just done the opposite. The invasion of Ukraine by Russia has set the world on uncertain footing and you know what the markets do with uncertainty? The West has decided to handle the situation with sanctions and …
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 …
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 …
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 …
Today we will be speaking with Mary Jo Romeo. She is an executive coach with MJR Coaching + Consulting. She’s got some fascinating insight for us on how we communicate in this new virtual world because it is not going away. Thought for the day: consider how you are currently communicating. Mary Jo is going …
Communication Skills in a Virtual World with Mary Jo Romeo Read More »
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 …
You’ve Built Your Non-Profit with Katie Blomquist Read More »
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 …
E-Commerce Opportunity Update with Mike McDaniel Read More »
Thanks for joining! Today we’ll be speaking with Dana Wine, partner at Freeman Wine. The topic on the table is estate planning packages. The thought for the day is to glean as much as you can so you’re ready for your first meeting with an estate planning attorney to understand the terms and the things …
Trusts, Wills, and Planning…oh my! with Dana Wine Read More »
Today, I will be speaking to Mike Whitney. He’s the Vice President of Sales at Invest X. He is an awesome resource, and we will be talking about the private vs public equity markets. When you think of public markets, you think of Amazon, Apple, and companies you see everyday that trade efficiently. Private markets …
Private vs Public Equity Markets with Mike Whitney Read More »
