Decrypting the Investment Industry Puzzle

Decrypting the Investment Industry Puzzle

Decrypting the Investment Industry Puzzle By Scott McClatchey, CFP® Confused by all the industry jargon many financial professionals like to use? You’re not alone. Equity, fiduciary, wirehouse, robo-advisors, fixed income, and ETF’s are but a few words which may be...
Top 20 Financial Planning Hacks, Tips 1-5

Top 20 Financial Planning Hacks, Tips 1-5

Click on the image above to view tips 1-5 of this webinar series. FREE Financial Planning Webinar Series Insider tips from a seasoned CERTIFIED FINANCIAL PLANNERTM professional Actionable information and guidelines to get/keep your finances on track Easy to understand...
What Do You Do With Your Old 401k When You Leave a Company?

What Do You Do With Your Old 401k When You Leave a Company?

Click on the image above to view this Savvy Minute video. In this video Catherine explains what you can do with your 401k when you leave a company. Want to Accomplish More With Your Money? Click on the link below to get your FREE Money 101 video....
Investing in Real Estate

Investing in Real Estate

The Savvy Minute: Investing in Real Estate Click on the image above to watch this video.
Will The Trump Trade War Sink The Stock Market?

Will The Trump Trade War Sink The Stock Market?

Will The Trump Trade War Sink The Stock Market? So here’s an understatement…there is some real volatility affecting the stock market these days. In the last couple of months, the broader stock market is down around 12 or 13 percent from the highs. And from the...