Asset Allocation and Retirement Planning

Leave a Comment / Assignment, Financial Training / By Jim Munchbach

4 Investment Strategies For investors who want to Maximize Returns and Minimize Risk Diversification Asset Allocation Dollar-Cost-Averaging Portfolio Rebalancing Instructions for Assignment Week 10 Here’s our recent Zoom Meeting (4 Investment Strategies): 4 Investment Strategies: Diversification Asset Allocation Dollar-Cost-Averaging Portfolio Rebalancing Week 10 Assignment for UH Students How to use Asset Allocation […]

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4 Investment Strategies for Managing Risk and Return

Leave a Comment / Investment Strategy / By Jim Munchbach

4 Investment Strategies For investors who want to Maximize Returns and Minimize Risk Diversification Asset Allocation Dollar-Cost-Averaging Portfolio Rebalancing In this episode of Missional Money, we’re meeting with students in my Personal Finance Course at the Bauer College of Business at University of Houston. Below are some of the notes for their weekly assignment. In

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Donor Advised Funds

Leave a Comment / Financial Planning / By Jim Munchbach

Donor Advised Fund for Giving to Public Charities In the charitable giving realm, donor advised funds (“DAFs”) have become increasingly popular and valuable planning vehicles. They offer several advantages, allowing families to optimize their tax planning as they streamline and fulfill their philanthropic goals. Your family could benefit from the flexibility and simplicity of a

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Car Insurance

Leave a Comment / Financial Training, Podcast / By Jim Munchbach

Insurance 101 Assignment: Add Home and Auto Insurance to Your Plan Insurance (Risk Management) is an essential element of Personal Finance. You’ll spend a lot of money buying insurance in your lifetime. So, a little insurance knowledge can help you Make Your Money Count. This week, we’re focusing on Property and Casualty insurance. In this

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October Market Overview

Leave a Comment / Market Outlook / By Jim Munchbach

Market Review September For what it’s worth, here’s a quick overview of what’s happening in the markets as we move into October, 2021. This article was written by one of my vendors at Levitate.ia for Financial Advisors to share in client emails and newsletters. It provides a decent summary of what I’m following in the

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Debt Management Strategies

Leave a Comment / Financial Training, Podcast / By Jim Munchbach

Debt Management Strategies Smarter Strategies and Better Results Meet Billy and Sally. This is one of our Financial Planning Case Studies in Money Study Group, and online course for students of Personal Finance at the Bauer College of Business at THE University of Houston. Below is our “Credit Crush” assignment. This case study helps to

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Asset Allocation and Retirement Planning

4 Investment Strategies for Managing Risk and Return

Donor Advised Funds

Car Insurance

October Market Overview

Debt Management Strategies

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October 2021

30 Days to Make Your Money Count

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