Category: Topics

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How to Create a Diversified Index Fund Portfolio? The advantage of structuring a diversified index fund DIY portfolio is that once it’s complete, it requires minimal attention. Annual rebalancing and updating prices, dividends and capital gain ...
Based in San Francisco, FutureAdvisor was founded in 2010 by Microsoft refugees, Bo Lu and Jon Xu. They started the platform in response to friends who were having difficulty knowing where to invest their money. The service is comprised of chartered ...
What drives your customers to make decisions, and when?Are they driven by certain things that happen in their calendar? Or  in their industry?This blog is brought to you by my Phone Prospecting Masterclass, available at The Sales Hunter Univer ...
“Henceforth I ask not good fortune. I myself am good fortune.” Walt Whitman Walt Whitman would fit in well with the “simplicity-frugal movement” of today. And the famous Walden Pond, by Thoreau inspired me to appreciate the simplest pleasures in lif ...
A reader asked, “Am I better off making extra payments on my mortgage at 2.9% or investing the money in the stock market?” Perhaps you had a big win in the stock or crypto market, netting you some extra capital. Or perhaps your living expenses have ...
Conservative Options Strategies That Might Be Safer Than Stocks A stigma attached to options is that they are extremely risky financial instruments. The truth is that options are only as risky as the strategy built from them. You can actually create ...
If you’re reading this blog, I’d bet you’ve sent a prospecting email, or two. In fact, you may think you write a compelling message. But where are the results? Could there be a few email prospecting pitfalls you’ve had? Today’s post is brought t ...
Learn how your retirement plan can earn more money in this Blooom 401k Review (IRAs too). Want to make your retirement account work harder and potentially earn more money for you? Then, delve into this Blooom Review and find out how this investment ...
There is only one thing we can’t make more of and that’s time. The new year is already here–what do we want to make of it?I choose to look at 2022 as the year of unlimited opportunity, and I see that not only for myself, but for you too.   Rega ...
Betterment vs. Acorns — Overview When it comes to investing, sometimes simple is best. There are nearly unlimited options available to investors, from real estate to small-change investing. A straightforward, easy-to-use robo-advisor is often prefer ...
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