FROM THE DESK OF ANDRÉS
Articles
The 3 Phases of Business Continuation Planning
You've invested a lot of money into your business - and whole lot of yourself, too. After putting so much of yourself into it, what can you do to ensure your business' future is as secure as possible? Learn about a business continuation plan in this three minute...
4 Key Estate Planning Documents Everyone Should Consider
Estate planning is the process of managing and preserving your assets while you’re alive, and conserving and controlling those assets' distribution after your death. There are 4 key estate planning documents most everyone should have, regardless of age, health, or...
U.S. Economy Caps Off Decade of Growth
The current economic expansion passed the 10-year mark in June 2019, marking the longest growth streak in U.S. history. What other ups and downs happened in that decade? Find out in this three and a half minute video.
How to Be a Better Investor
A good investor tries to maximize gains and minimize losses. Sounds easy enough. But how, exactly, do you go about doing that? Check out this quick video for some tips.
How Long Will It Take to Double Your Money?
How long will it take to double the value of your money? You can use the Rule of 72 to find out. What is the Rule of 72? Watch this quick video to find out!
Rebalancing 101: How To Get Your Portfolio Back On Track
Learn the basics of rebalancing your investment portfolio. In this 3 minute video, we’ll review asset allocation and when to change it, when to sell, and reinvesting..
Is the Tech Sector Dominating Your Portfolio?
You might think you have a diversified investment portfolio, but do you? Over time, a portfolio can become over-weighted in a sector that has been out-performing the broader market. Learn more in this 2-minute video.
3 Factors to Consider When Investing for Retirement
Congratulations! You've decided to save money for your retirement! Now, the next question is, how should you invest it? The answer is: it depends. Everyone's situation is different, and your choices should reflect your unique circumstances. There are three factors in...
Should You Sell When the Market Drops?
The stock market can sometimes take investors on a wild ride. Should you consider selling your stocks when the market drops? Watch this 3 minute video to help you decide.
The 1% Difference: Increasing Your Retirement Plan Contributions part 2
In our last blog post on the subject, we've seen how increasing your retirement plan contributions by 1% can make a big difference over time. Now let's look at the difference EARNING 1% more on your portfolio can make over time in this 2.5 minute video.
Tax Ideas
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