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From Finding Financial Freedom to Investing in Cryptocurrency Thumbnail

From Finding Financial Freedom to Investing in Cryptocurrency

My interview with Jacob Straub of Mission Driven Made, where we discuss long-term wealth building, financial literacy, financial freedom, and cryptocurrency. I'm also able to tell my entrepreneurial story of leaving the comfort of his job to start his own successful wealth management business.

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Stay Scrappy and Go All In - Only Fee Only Podcast Thumbnail

Stay Scrappy and Go All In - Only Fee Only Podcast

My Interview with Broc Buckles & Peter C. Ciravolo, the founders of BC Brokerage, on their Only Fee-Only Podcast pulling my entrepreneurial story out of me! It was so awesome to get to talk about the different challenges and triumphs that come along with owning a business and serving clients at the highest level.

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3️⃣ Reasons Corporate Profits and Dividends Affect Investor Returns Thumbnail

3️⃣ Reasons Corporate Profits and Dividends Affect Investor Returns

The stock market has been supported by a healthier-than-expected economy this year, generating returns that have helped many portfolios to partially recover from last year's bear market. Investors now hope these growth trends will translate into stronger corporate earnings since, in the long run, markets tend to follow the same trajectory as profits. With the economy's future still uncertain, what signs are there that companies might begin to see improved profitability?

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💼 What a Stagflationary Jobs Report Means for the Fed, Economy, and Markets Thumbnail

💼 What a Stagflationary Jobs Report Means for the Fed, Economy, and Markets

There's a common saying among investors that markets take the stairs up and the elevator down. This is because the long-term trends that drive markets higher tend to be slow-moving and compound over time, whereas the events that create short-term panic tend to be sudden and unexpected. For investors, understanding this dynamic in the current environment is critical to staying focused on important financial goals.

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How The Magnificent 7️⃣ Are Forcing The Market Back Into Correction Territory Thumbnail

How The Magnificent 7️⃣ Are Forcing The Market Back Into Correction Territory

The author F. Scott Fitzgerald once wrote that "the test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same time, and still retain the ability to function." This concept, often referred to as "cognitive dissonance," is something all investors must continually grapple with. This is because financial markets can swoon seemingly without reason and, in the worst case, in a way that appears to contradict underlying fundamentals. In these situations, investors can either try to justify these market swings or recognize that they are likely to be temporary. How is this relevant to investors in today's market and economic environment?

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📈 Household Net Wealth Hit Another All-Time High, Now What? Thumbnail

📈 Household Net Wealth Hit Another All-Time High, Now What?

The strength of consumer spending and household balance sheets has been a bright spot in an otherwise challenging market and economic environment. These factors have helped to keep the economy out of recession and have bolstered corporate earnings, but they have also kept inflation hotter than the Fed might otherwise like, resulting in higher interest rates. What should investors know about the state of consumer finances as market and economic uncertainty continues?

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🌳 Not Out Of The Woods - Washington Political Instability and the National Debt Thumbnail

🌳 Not Out Of The Woods - Washington Political Instability and the National Debt

While war escalates in the Middle East, a political battle is also heating up in Washington. As of this writing, there is still no House speaker in Congress after Kevin McCarthy's exit and Steve Scalise's withdrawal over the past two weeks. While several Republican and House votes are scheduled to attempt to resolve this leadership vacuum, more political hurdles are on the horizon. This only complicates the market and economic environment for investors already navigating higher interest rates, Fed uncertainty, stock market volatility, and more. What can investors do to keep politics in perspective as the situation in Washington evolves?

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⚖️ Why Q4 Success Hinges on Risk Evaluation and a Balanced Investor Mindset Thumbnail

⚖️ Why Q4 Success Hinges on Risk Evaluation and a Balanced Investor Mindset

As the final quarter of the year begins, markets are grappling with rising interest rates, reaccelerating inflation, and continued economic uncertainty. These factors led the S&P 500 to decline 3.3% (with reinvested dividends) during the third quarter, while the U.S. Aggregate bond index lost 3.2%. These issues echo the many concerns investors faced last year when inflation and higher rates resulted in a bear market. Other factors, including the narrowly averted government shutdown and cracks in China's economy, have also added to investor fears. Amid the seemingly constant stream of negative headlines, how can we prepare for the final months of the year?

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