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Keep these 3 Rules and You Will Be a Successful Investor
Investing can be very complicated and confusing, but it also can be very simple. Today I am going to try to simplify investing with these 3 rules. 1. Own Equities Equities is just another word for stocks. Why is this the first and most important rule? Stocks have historically out performed fixed income (Bonds/Money Market/Savings…
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What are the Cost’s Associated with Investing?
There are many different ways in which costs are charged to your investment portfolio. Many of these are hidden and are basically untraceable. Today we are going to discuss a few of the hidden costs, and a few of the transparent costs. Costs you should know about Management Fee/Commission Whoever your investment advisor is is…
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Mind Over Money Investing Class
Thursday August 16, 2018 6:30 PM
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Live: Myths of Investing Webinar
Wednesday December 31, 1969 5:00 PM
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Myths of Investing Webinar
Wednesday July 25, 2018 4:00 PM
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The Advantage of Rebalancing
Today we are going to discuss the topic of Rebalancing your portfolio and why it is so important. I will explain to you how a continuously rebalanced portfolio is one that is constantly buying low and selling high. “Rebalancing -The process of realigning the weightings of one’s portfolio of assets. Rebalancing involves periodically buying or…
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Mind Over Money Investing Workshop
Thursday June 28, 2018 6:30 PM
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Investment Account and Tax Planning Basics
Thursday May 24, 2018 12:00 PM
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Estate Planning and Myths of Investing Class
Wednesday May 30, 2018 6:30 PM
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Stock Market Recap after the First Quarter
From what you heard on news you might think the stock market had a horrible first quarter. With 3 individual trading days that had very large drops, that seemed to be the big news in the stock market. But in reality the market didn’t really do too bad in the first quarter. The following is…
