Capstone Workshop – Zoom Meeting April 26, 2022 Jose Plan Review Tutorial I have looked at the video on today’s lecture and I have edited some of my work and I cant still be able to move the probability of success. I was looking at Ashley’s example and I see she […]
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Bear Market Portfolio Review It’s time for a bear market portfolio review. If you’re a BayRock client, you should have received an email from me today suggesting we do a Bear Market Portfolio Review. We’ve experienced a Bull Market for a very long time. We may have even experienced a couple of very short Bear
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Directions to Houston Offices Stop by our Houston offices at 5000 Gulf Freeway, Bldg 4, Rm 230 Houston, Texas 77023 and grab your free copy of Make Your Money Count! UH Technology Bridge | Innovation Center BayRock is located inside the Innovation Center on the 2nd floor of Building 4 highlighted on the map. From
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Gas prices don’t look like they will be coming down anytime soon—at least not as far as many of us would like. With the summer season fast approaching, I thought it might be helpful to send out some helpful information about why gas prices are rising, what you can expect to pay this summer, and
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Should I lease or buy my next automobile? Replacing an automobile is an inevitable and recurring life event, and people often struggle to decide whether to lease or buy. There are advantages to both options and the analysis is not strictly financial. The needs, circumstances, and preferences of each individual must be considered along with
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## Big Blue Plastic Bucket Non Tax Qualified or Taxable Non Tax Qualified or Taxable Bucket Non Tax Qualified or Taxable Bucket Big Brown Bucket 401K or Company Retirement Plan Big Brown Bucket 401K or Company Retirement Plan Medium Metal Bucket Tax Deductible IRA Medium Metal Bucket Tax Deductible IRA
The second law of Personal Finance is the law of Tax-Advantaged Investing. The IRS makes the law, your job is to take advantage of it!
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Week 10 Assignment includes a Retirement Calculator along with a general review of Asset Allocation with detailed instruction for updating your plan in the BayRock RightCapital Portal.
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Don’t Forget to Fund Your Roth IRA before Tax Day Tax Day is Monday, April 18th Choose from a wide variety of investment products Refine your retirement strategy with innovative tools and calculators Take advantage of potential tax benefits Learn more about funding your Roth IRA at BayRock Financial. IRA contribution limits Learn about income
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BITCOIN and Crypto with Michael Saylor and Tom Bileu BITCOIN and Crypto are on my radar, what about you? Want to learn more about BITCOIN and Crypto? Here’s a great resource, I’m watching and taking notes this week as part of my commitment to learn more about BITCOIN and Crypto in 2022. By Tom Bilyeu
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