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Professional Portfolio Design (part three)
Asset classes are just investment categories. Since the portfolios we created in SAA contain asset classes and not securities the…
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Professional Portfolio Design (part two)
disclaimer *** This is for educational purposes only and is not intended as investment advice. I don’t know you or…
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Professional Portfolio Design
In the last post about investing, we showed that investing is a powerful way to address the long-term risk of…
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How Far We’ve Come
Empowerment Journey Step 9 Looking back at the steps in our empowerment journey, we’ve laid out the path to financial…
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Taking Your Financial “Pulse”
Empowerment Journey Step 8 At this point we’ve seen the benefits of getting the power of compound interest working for…
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Plant a Tree: Investing for the Long Run
Empowerment Journey Step 7 The key to financial freedom is combining your personal earning power (your unique skills leveraged into…
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Two Journeys – Wealth or Debt
Empowerment Journey Step 6 At this point we’ve made it through the intervention and sworn off using debt as a…
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The Intervention
Empowerment Journey Step 5 We now know that the crossroads of whether or not we can live on less than…
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Savings: The Moat Around Your Castle
Empowerment Journey Step 4 I used to think that having credit cards with high limits was financial security, but that’s…
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The Crossroads
Empowerment Journey Step 3 Our journey has begun. You are working in a field that interests you and making enough…
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Planning for Multi-Year Goals – Time Value of Money Part 2
Continuing this series on concepts gleaned from my CFP® professional…
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What I Learned From the CFP® Professional Education – Part One
CHECK YOUR GAUGES I haven’t posted online for months in…
