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Disney Investor Relations: Important Information to Know Whether you’re currently an investor in Disney stock (ticker: DIS) or just thinking about investing, the resources provided on this page will help you become a more informed investor. You’ll find important information to help you quickly connect to the details you’re looking for about Disney Investor Relations, […]
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Wells Fargo Investor Relations: Important Information to Know Whether you’re currently an investor in Wells Fargo stock (ticker: WFC) or just thinking about investing, the resources provided on this page will help you become a more informed investor. You’ll find important information to help you quickly connect to the details you’re looking for about Wells […]
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VISA Investor Relations: Important Information to Know Whether you’re currently an investor in VISA stock (ticker: V) or just thinking about investing, the resources provided on this page will help you become a more informed investor. You’ll find important information to help you quickly connect to the details you’re looking for about VISA Investor Relations, […]
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Microsoft Investor Relations: Important Information to Know Whether you’re currently an investor in Microsoft stock (ticker: MSFT) or just thinking about investing, the resources provided on this page will help you become a more informed investor. You’ll find important information to help you quickly connect to the details you’re looking for about Microsoft Investor Relations, […]
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Blue-chip stocks are the ivy league of investment stocks. They are shares of companies known for steady cash flow, solid balance sheets, reliable business structure, and excellent performance history. And like coca-cola or Nestle, these underlying companies are household names that have stood the test of time. Their excellent performance and track records over time […]
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It Can Pay Off in Surprising Ways to be a Contrarian… It’s fairly well known that transportation is one of the three largest expenses (at least for most Americans). Clearly, if you can get away with owning one car (for a couple), you’re better off than owning 2. If you can get away with not […]
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I believe there are a lot of benefits to being a homeowner—having a space to call your own, being able to make changes so it becomes exactly what you envision, and building up equity in your home over the years. These are just some of the advantages that come to mind, and there are so […]
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Administered by the National Association of Insurance and Financial Advisors (NAIFA), the LUTCF designation focuses on life insurance, other insurance products, risk management and investment products. Let’s take a closer look at what this designation is, what it takes to earn it and how you may benefit from working with an LUTCF. What is a […]
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Issued by Fi360, Inc., Accredited Investment Fiduciary (AIF) is a designation for professionals who are well-versed in fiduciary responsibility and meet the Global Fiduciary Standard of Excellence. They can serve as a valuable resource to both individual advisors and investors. Let’s take a closer look at what this designation is, what it takes to earn […]
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Offered by the National Association of Certified Credit Counselors (NACCC), the Certified Credit Counselor (CCC) designation is designed to help others improve their overall financial well-being through practical financial education and effective counseling. Let’s take a closer look at what this designation is, what it takes to earn it, and how you may benefit from […]
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The Chartered Special Needs Consultant (ChSNC) is the only designation on the market with a focus on individuals with special needs. It was created for financial planning and legal professionals who wish to take their existing skills and knowledge and enhance the quality of life of families with special needs. As disabilities and chronic medical […]
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You can easily find reviews online to help you evaluate doctors and lawyers, but when it comes to choosing a financial advisor, you’re mostly out of luck. In fact, the US government has made it difficult for Americans to evaluate financial advisors based on reviews from their clients dating back to 1961. But a new […]
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Most people have a love-hate relationship with credit. We love that it’s easy, and always within reach. But we hate that it’s so easy to spend money we don’t necessarily have and that can get us into financial trouble. Understanding what credit is, how we can use it to our advantage, and what major mistakes […]
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Studies show that women have better investing outcomes than men, despite claiming less knowledge and confidence, which I find fascinating. These stats also make me feel quite smug about the countless conversations I’ve had with men who just can’t help but monkey around with their investments, thinking they can time the market and get out […]
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In 1716, Christopher Bullock wrote, “Tis impossible to be sure of any thing but death and taxes.” Two centuries later, researchers keep trying to disprove the first, while Washington DC seems intent on proving the second. However, through the law of unintended consequences, Congress made it possible for you to make your kids millionaires without them […]
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After years of writing about personal finance, I can confirm something important. Many people strongly resist ‘frugality’, and some of them have very good reasons. One thing I’ve noticed is that if you grew up middle-class and secure, frugality can seem attractive and fun. If you grew up poor and deprived, frugality can be triggering […]
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No matter how long you’ve been in business, what industry you’re in or how much longer you plan to work, exit planning is essential. And the sooner you get started, the better. Exit planning can protect you, your investors and the business you’ve worked so hard to build. Let’s dive deeper into everything you need […]
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If you’re in search of a reputable and experienced financial advisor, consider an XY Planning Network advisor. No matter your age or assets, a financial advisor affiliated with the XY Planning Network (XYPN) may be able to help you meet (and possibly exceed) your financial goals. Unlike many other financial advisors, XY Planning Network advisors […]
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