Is Cash King?

While the origin of “cash is king” is unclear, it is a phrase that became popularized following the global stock market crash of 1987 by Pehr G. Gyllenhammar, then CEO of Swedish car group Volvo. Cash is flexible and can be likened to short term personal insurance against negative life circumstances. That is one reason…

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5 Ways To Make Money In The Stock Market

“How do I consistently make money in the stock market?” – the question all investors want to answer! Oftentimes, people look at capital markets as a way for investors to “outdo” the other investors. Market timing, picking “hot stocks”, and calling the bottom are all feeble attempts at trying to outplay the market as a…

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Your Investment Plan – What’s It Based On?

Your Investment Plan

“Where is the wisdom we have lost in knowledge? Where is the knowledge we have lost in information?1” While these questions were originally directed to modern culture at large, we think that they can also be applied to investing. Investors must forge a path, or hire a guide, through information and knowledge leading to a…

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Are We There Yet?

It’s summer. Travelers have packed their bags and vehicles and are making their way to beloved destinations – the beach, the mountains, the city. Anyone who has taken a road trip with kids will have heard and identify with the refrain, “are we there yet?”  With inflation running at 40 year highs, mortgage rates climbing,…

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What is A Family Mission Statement, and Why You Need One

Building a family is one of the most monumental journeys we have in our lifetime. The bond within a family is vital, and one way to help strengthen that bond is by creating a family mission statement. Crafting a family mission statement can be a meaningful way for your family to come together and agree…

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4 Money Boundaries To Inspire More Balance and Control In Your Finances

It’s no secret that boundaries help establish healthy relationships, so why not set some boundaries around your finances?  Money boundaries are guidelines you put in place to balance your relationship with your finances, yourself, and your loved ones. Setting money boundaries can bring more richness and fulfillment to your financial life. Think of a boundary…

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