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So far urbanemu has created 15 blog entries.

3 Indicators That It Is Time to Hire a Financial Advisor

Jeremy has been an entrepreneur since high school. His pride and joy is the restaurant he opened upon graduating and has built into a successful enterprise over the past two decades. When we met, he reported that he promised himself for the last five years that early retirement was just around the corner. He wants [...]

3 Indicators That It Is Time to Hire a Financial Advisor2018-09-13T15:48:41+00:00

Making, and Counting! Your Money

Rachel would tell you she likes to make money, not count it. However, what stands out when you meet her are her phenomenal entrepreneurial skills. In fact, Rachel’s relentless effort in her business endeavors, coupled with a superb instinct for calculated risk-taking, led to the accumulation of a nest egg of over $6 million saved [...]

Making, and Counting! Your Money2018-09-13T15:45:27+00:00

Our Money: What Successful Couples Do

You would not expect a business to succeed unless the owners established short and long-term goals, and took the time to track expenses and income. When it comes to couples and money, the same expectations hold true. Setting goals and tracking financials can make all the difference to a lifetime of financial success. But [...]

Our Money: What Successful Couples Do2020-11-19T15:59:39+00:00

There is no free lunch

If you are like many of us, you believe your employer-sponsored 401(k) plan is “free.” After all, you do not receive a fee report outlining the calculation of your pricing. And perhaps with respect to your personal investing, you or others you know may also have reason to believe investment advice is virtually free. For [...]

There is no free lunch2018-03-21T20:06:50+00:00

Video: Portfolio Investment Ingredients

Your portfolio is comprised of a variety of ingredients. These ingredients–typically stocks, bonds, and real estate (perhaps in the form of mutual funds)–are combined based on how much risk you want. But is it possible to keep your risk-level on track over time?

Video: Portfolio Investment Ingredients2018-03-21T20:14:52+00:00