The account with which we matched this young professional woman provided the ability to leverage a large sum of tax-free money available to her while allowing her to build wealth away from the market downturn exposure of Wall Street and at much better rates than those available from the banking industry. Both capital and…… Continue reading Young Single Professional Woman, age 26
Tag: credit score
The Game You Write Your Own Rules For…
Empowered to do what you’d like to do and to be who you’d like to be. All too often these days people, organizations, and ‘authorities’ are making all too many decisions ‘for your own good’. If you’d like to retain or recover more of the ability to make your decisions based on your own values,…… Continue reading The Game You Write Your Own Rules For…
USAA and Fox’s Sean Hannity
USAA recently pulled its advertising from the Sean Hannity show on FOX’s news network due to the political content and thousands of clients are dropping their accounts! While it’s a good thing to recognize market extortion when you see it, and even more impressive to take a stand and react to it actively, many people…… Continue reading USAA and Fox’s Sean Hannity
Simple, But Easy?
I can relate to hesitation about a belief in financial success. When I was younger I chose two careers that interested me greatly, but didn’t pay particularly well; music and photography. I enjoyed them both, and I was good enough at each to scratch a living from them, but financial success or excess was not…… Continue reading Simple, But Easy?
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