Blog Guides

Make your money work for you

Learn how to navigate the financial market and your investments with integrity, care, and thought.
3

How to Adapt to Consumer Trends and Retail Challenges: A Deep Dive into Inflation, Retail Dynamics, and Policy Impacts . 12-07-24

How to Adapt to Consumer Trends and Retail Challenges: A Deep Dive into Inflation, Retail Dynamics, and Policy Impacts With Tom Dupree and Michael Dawahare In a world shaped by rapidly shifting consumer preferences, economic challenges, and technological advances, understanding the underlying forces driving consumer behavior is essential. The transcript provides a detailed discussion of recent...

read more
The Psychology of Money: Warren Buffett’s Compounding Returns Strategy and Retirement Planning Wisdom

Mastering Retirement Income: Converting Your 401k into a Sustainable Cash Flow HOUR2 10-26-24

Show Notes: The Bull Market Comparison Analyzing the similarities between the 1980s-1990s bull market and current market trends Understanding the concept of "lost decades" and their impact on retirement savings The Retirement Portfolio Shift Why transitioning from a growth-focused to an income-generating portfolio is crucial Common Oversights in retirement planning and the importance of...

read more

How to Convert Your 401K to an Income Stream

The stock market rally has made more 401K holders into millionaires. When nearing retirement, viewing assets as an income-producing vehicle is essential. Money must be viewed differently when it is being distributed instead of compounding. View assets as income producers not as a checking account. Make your money work for you with an income stream for retirement.

read more
5 Reasons You Should Roll Your 401(k) Plan to an IRA When You Retire

5 Reasons You Should Roll Your 401(k) Plan to an IRA When You Retire

Congratulations, you have built up some substantial assets in your 401(k) plan with your employer, and now that you are contemplating retirement you have several choices… First, you could just liquidate it completely and take it all in the form of cash. Let’s just assume that since you are reading this you don’t want to take that option! If they allow it, you could keep it with your employer and...

read more

Impatient Investors Need to Learn from Lessons of the Past

Remember the lesson from the Dot.com bubble? Stocks that peaked in 2000 took 14 years to return to their highs. Every security has its own trading dynamic. It is important to position yourself in a security at a good price. Buy the dip when it drops. There is a big difference between that and Value Investing.

read more
Call Us Today!