Very Important: these legislative changes affect all our children and grandchildren! If you are a parent or grandparent, you will want to know this information that begins in 2024. In this video, we discuss how to save money for your children and grandchildren’s education through 529 College savings plans. We address concerns about what happens […]
529 Plans Explained & Options for Unused Funds Read More »
Favorite Quote “Those who do not remember the past are condemned to repeat it.” — Benjamin Graham The Book in One Sentence The Intelligent Investor explains value investing, which is focused on generating steady, long-term profits by ignoring the current market and picking companies with high intrinsic value. Why should you read it? Warren Buffett says this
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Investing is a journey filled with both opportunities and challenges. While financial acumen and market knowledge are undoubtedly vital, there’s an often overlooked yet equally critical aspect that can significantly impact your investment journey: your emotions. In this video, we’re going to delve deep into the world of emotional intelligence in investing and uncover how
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In the ever-evolving landscape of finance, where strategies shift and markets fluctuate, finding a reliable source of wisdom is akin to discovering a treasure trove. Nick Murray, a luminary in the financial services realm, stands as a testament to the power of experience, knowledge, and dedication. With a remarkable journey spanning more than five decades,
Nick Murray: A Beacon of Financial Wisdom and Expertise Read More »