Investment 101

James Clear, author of the popular book Atomic Habits, put it best when he said: “You are the outcome of your habits.” It makes sense, right? The habits you practice on a daily basis define who you are, which is why as an investor you want to make sure you are intentional about your habits. Implementing the right habits can often be the difference between having a high net worth and losing everything overnight. So, what makes for successful investing habits? Here are five habits we believe differentiate the good investors from the great. Let’s dive in. 1. Save and invest regularly…

The stock market can help you make a lot of money, if you invest knowing the nitty-gritty of the market. Here’s what you need to know Never jump blindly into stock markets It often happens that while talking to your friends and colleagues, the discussion heads towards the stock market, and also how the stock market helps investors make big money. You might never have invested in the market, but after hearing about all those things, you also decide to buy some stocks. This move is highly discouraged, because you are jumping in blind. You should invest in the stock…

Your loved ones are typically the No. 1 priority in your life, and that isn’t going to change. The best way to make sure they are taken care of after you pass is to establish an estate plan while you are still of sound mind. Here are the top 10 advantages of creating an estate plan: It provides for your immediate family.  An estate plan will provide enough money for your surviving spouse to continue to care for the family. If both you and your spouse pass, an estate plan will name appointed guardians to care for your children. It…

Taking care of your family has always been the No. 1 priority in your life, and that isn’t going to change. The best way to make sure they are taken care of after you pass is to establish an estate plan while you are still of sound mind. Here are the top 10 advantages of creating an estate plan: Provide for your immediate family.  The estate plan will provide enough money for your surviving spouse to continue to care for the family. If both you and your spouse pass, an estate plan will name appointed guardians to care for your…

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If you’ve received your year-end bonus for the year or you’re expecting it, it can be tempting to consider having a splurge in the name of Detty December or convince yourself you deserve an extravagant treat. But before you throw caution to the wind and deplete that windmill, take some time to consider how you truly want to use it. No matter the size of your hard-earned bonus, you should think about how it can best serve you and your goals in the short and long term. Here are 5 ways to use your year-end bonus to expand its benefits…

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Get free professional advice from an experts