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So far alyssa has created 44 blog entries.

Video: Helping you pursue your next $Million: Tip 1 – Mckenzie Frankel – Dollar-Cost-Averaging

Tax reporting season can be frustrating because it feels like our wealth is dissipating into the cost of our tax liabilities. If such thoughts cross your mind, here is a positive thought antidote: Use the strategy of dollar-cost-averaging into your portfolio of investments, to help build wealth more quickly. As Mckenzie suggests, this strategy may [...]

Video: Helping you pursue your next $Million: Tip 1 – Mckenzie Frankel – Dollar-Cost-Averaging2019-02-23T21:22:04+00:00

Video: Helping you pursue your next $Million: Tip 3 – Mckenzie Frankel – Regular Money Meetings

Regular money meetings can truly enrich the communication between you and your spouse, or within your primary relationship. Mckenzie has some tips you do not want to miss; take a look! Remember to contact us today for additional perspective, such as that provided on our recent post regarding financial transparency in marriages.

Video: Helping you pursue your next $Million: Tip 3 – Mckenzie Frankel – Regular Money Meetings2019-02-17T03:40:31+00:00

Video: Helping you pursue your next $Million: Tip 2 – Jennifer Bravo – Confidence is Key

Investors who plan, and focus on implementing their long-term planning to build wealth, do not waste time and energy second-guessing their decisions. Their focus leads to more confidence and yes, likely to greater wealth as well. Jennifer helps you affirm that Confidence is Key. Start a conversation about your wealth-planning goals by contacting us today.

Video: Helping you pursue your next $Million: Tip 2 – Jennifer Bravo – Confidence is Key2019-02-01T22:20:48+00:00

Video: Helping you pursue your next $Million: Tip 1 – Jennifer Bravo – Help Managing Your Money

It is easy to feel stressed about your money when the financial markets are gyrating with big swings in a positive direction, followed by bigger swings in a negative direction. What’s an investor to do? It may be time to consider selecting a professional advisor, to help keep your mind at peace and your money [...]

Video: Helping you pursue your next $Million: Tip 1 – Jennifer Bravo – Help Managing Your Money2019-01-25T20:21:39+00:00

Video: Helping you pursue your next $Million: Tip 1 – Mckenzie Frankel – Dollar Cost Averaging

All investors have probably heard that down markets present a buying opportunity. Well, even if you do not have a lot of cash to put to work right now, consider increasing your 401(k) contributions to the maximum allowable. Each contribution you make when markets are lower buys cheaper shares—just like shopping during a good sale!

Video: Helping you pursue your next $Million: Tip 1 – Mckenzie Frankel – Dollar Cost Averaging2019-01-18T22:27:16+00:00

3 Things Investors Can Count On, Despite Market Volatility

Most of us want to retire—someday. And we aim for our investments to appreciate so that we can distribute income from them throughout our retirement years, without running low on money and equally importantly, without diminishing our style of living. When the capital markets gradually appreciate, our goals for making work optional—retirement—feel good indeed. [...]

3 Things Investors Can Count On, Despite Market Volatility2019-01-04T18:48:16+00:00

Cyber-Security: IT Issue or People Issue? 3 Easy Steps to Help You Stay Protected

When we think of cyber-security, it is easy to assume that if our technology providers do their jobs well, we are protected. But today, no matter the skill and competence of our tech providers, and no matter the effectiveness of our passwords and the systems we use to secure them, the threat to [...]

Cyber-Security: IT Issue or People Issue? 3 Easy Steps to Help You Stay Protected2018-11-08T20:24:51+00:00