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Last week, one of the largest single value destruction events occurred in market history. As a result, many investors might be asking why, or even how, did this happen? Investors' personal balance sheets and investment strategies have become ever-more concentrated at the broad market index level as well as through their equity compensation through their company.
In this episode, we discussed how to balance finances in a relationship, how to communicate about money, when it is best to hire a financial planner, and general tips and tricks in how to navigate what is usually the most contentious topic within a relationship - finances.
In this episode, we discuss long-term wealth building, financial literacy, financial freedom, and even how cryptocurrency fits within the construct of a wealth plan and investment strategy. We also discussed my journey in leaving the comfort of employment to start my own successful wealth management business.
How Lacrosse Can Help Us With Our Portfolio Strategy. Despite the rapid recovery, many signs point to a long market cycle. Investors should focus on these trends rather than day-to-day events.
Last week the Bureau of Labor Statistics reported that the year-over-year increase in the CPI (Consumer Price Index) came in at 4.2%, which according to the Wall Street Journal, was the most significant increase in the price index since the summer of 2008. This report has injected further concern for a central issue for many investors - inflation.
Once relegated to social activity, FOMO has been injected into the financial zeitgeist with the Wall Street Bets/Robinhood/Retail investor craze.
In this episode of The Wealth Effect, I discuss five wealth strategies that all tech professionals should make before the end of the year.
There are 5 top takeaways from Blackrock's "Making sense of the 2020 U.S. Election" webinar recorded today, November 4th, 2020. I review them and discuss the potential implications of each as we head into the end of 2020 and into 2021.