Why Holding Period Matters

“Holding period” – a critical concept to understand in the world of investing. It’s a major factor influencing the returns you hear about from your friend, CNBC, prominent investment firms, and all other investors. What exactly is a “holding period”?  Put simply, a holding period is the length of time an investor holds a particular asset…

Read More

No Unfinished Business

Pilots follow a routine checklist before take-off or landing. The checklist helps ensure that the vital systems are in working order and to verify that there is no unfinished business that needs attention.  Every person is the pilot of their own financial affairs. As a gift to our family, we should have our financial affairs…

Read More

What’s Up With Crypto?

Cryptocurrency has skyrocketed in popularity and value over the past year and has quickly grabbed its spot in top financial trends.  And it’s not just your tech-friend in California who invests; big banks and financial institutions have begun taking this new investment opportunity seriously, too. So, what is cryptocurrency and should it have a place…

Read More

Investing Performance: Peaks and Valleys

“Investments can be a source of pain or pleasure, as well as the subject of books or media narratives with heroes and villains. A feature in these narratives turns on the performance record produced by an investor or an asset class. As interesting as the stories are, what framework can we use to think about…

Read More

Silicon Valley Bank 🏦

While spring approaches, markets have grown turbulent on news of potential problems in the banking sector after the rapid closure of Silicon Valley Bank. Nearly every year, the FIDC puts a few banks into receivership. As a result of the Global Financial Crisis (2008-2009), 157 banks failed by 2011. The total assets affected during that…

Read More

2023 Important Numbers Chart

“How much can I contribute to my 401k?” “What is the standard deduction for this year?” “Am I eligible to use a Roth IRA?” Take a look at this handy “2023 Important Numbers” guide to answer these types of questions! Follow the link below for a free, full downloadable chart! https://branwealth.com/wp-content/uploads/2023/01/Important-Numbers-2023.pdf

Read More

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…

Read More

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…

Read More

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…

Read More

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,…

Read More