Credit Crush 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
Credit Crush Meet Billy and Sally Read More »
Day One Intro to Personal Finance Summer School 2023; Otherwise known as Money Study Group for serious students of Personal Finance. I have Some Good News, Some Bad News, and I’ll make sure you understand The Big Idea of the course.
Day One Personal Finance Summer 2023 Read More »
The real cost of owning a new car over your lifetime is very high, especially if you plan to buy a new car every 4 years. The initial price tag is just the beginning. There are hidden costs associated with owning a new car including interest on the loans.
New Car Lifetime Cost Read More »
The Blueprint for Financial Success, what it is, how it works, and the benefits of using The Blueprint for Financial Success to create your Financial Plan.
How to Use The Blueprint for Financial Success Read More »
If I purchased $100,000 worth of Apple Stock in 2009 for $6.50 per share, how many shares of Apple Stock would I own today and what would I have in my Roth IRA vs. Taxable account?
Here’s a short summary of this post…
Asset Allocation and Tax Allocation Review Read More »
Portfolio Rebalancing RE-balances the portfolio, so the assets run smoothly toward your goals. Sometimes people only need to make small adjustments, but often they need to make major changes in the distribution of assets.
Portfolio Rebalancing Like Balancing a Tire Read More »
The Perfect Investment is for anyone who has to a 401k plan with an employer matching program, learn how it works and take advantage of it!
The Perfect Investment-Review Read More »
By diversifying your investment portfolio, you can reduce the impact of any one investment on your overall portfolio and potentially increase your returns. Diversification can help you maximize returns and minimize risk.
Diversification Lessons from Three Corporate Scandals Read More »
If you’re looking to invest in the market, consider the dollar-cost averaging investment strategy. Dollar-Cost Averaging results in Maximum Returns and Minimal Risk over time. Learn how it works.
Dollar-Cost Averaging with Farmer Joe Read More »
