Quarterly Insights – Q2 2023
Declining Inflation and Resilient Growth Push Stocks Higher in Q2
Quarterly Insights – Q1 2023
The S&P 500 Starts the Year with Gains Despite Continued Uncertainty
Episode 38 : Would You Trade Places with Warren Buffet?
In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of experience. Dave provides a background of the housing market in recent years, discusses what you need to consider before buying a home, and the steps to take when you are ready to purchase a home. You will come away with a well-rounded understanding of the real estate market and actionable insights on making informed decisions that align with your financial plan. Whether you’re a first-time buyer or seasoned homeowner, this episode equips you with the knowledge to navigate the real estate market with confidence.
Episode 37 : How to Navigate the Real Estate Market in Today’s World
In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of experience. Dave provides a background of the housing market in recent years, discusses what you need to consider before buying a home, and the steps to take when you are ready to purchase a home. You will come away with a well-rounded understanding of the real estate market and actionable insights on making informed decisions that align with your financial plan. Whether you’re a first-time buyer or seasoned homeowner, this episode equips you with the knowledge to navigate the real estate market with confidence.
The Power of Patience
Financial planning is complex. Just as in a game of chess, where a single hasty move can spell disaster, overreacting in investing can lead to financial losses.
Invest Like a Champion Poker Player
By adopting a long-term perspective and avoiding short-term temptations, investors increase their probability of achieving positive returns and reaching their financial goals.
Financial Literacy for Children at All Stages of Development
Discover the power of financial literacy for children and learn how to raise financially responsible kids. Set them on a path toward financial independence and help them establish control over their future
The Moving Goalposts of Retirement
When setting retirement goals: don’t fixate on a number, but what brings you fulfillment and peace of mind.
How to Practice Delayed Gratification as a High-Income Earner
Adults who practice delayed gratification have a better chance to invest in their future (their retirement) and reach their financial goals quicker. Here are five tips to help you practice delayed gratification as a high-income earner.
Episode 36 : Top 5 WORST Money Mistakes to Avoid
Join experienced financial advisors, Ed and James, as they discuss the world of finance, sharing their personal experiences and observations from their clients' financial behaviors. With decades of experience under their belts, they discuss the most common financial mistakes that people often make, providing real-life examples and expert insights to help you avoid these pitfalls.
