Tag Archives: Strategies
Financial Counseling Strategies: How To Help Others
Since becoming a Dave Ramsey certified financial counselor in 2006, I have been privileged to serve doctors and engineers, welders and carpenters, widows and teenagers. Some have been home runs while others have been strike outs, but, with each client, I have continued to learn ways to counsel more effectively. Hopefully, by sharing some of these strategies, I can help readers better analyze their own finances – or perhaps help others.
Because the vast majority of my clients are married, I will be assuming in this post that I am working with a married couple.
Both spouses must attend our first meeting.
In scheduling the first appointment, I establish my counseling expectations by insisting that we find a time when both spouses can be present. If they can’t find such a time, I explain that they are not going to be able to use my services. My rationale is simple: I cannot help this couple by working with only one of them.
Free 30 minutes
Wealth Management in Any Market: Timeless Strategies for Building Financial Security
Wealth Management in Any Market: Timeless Strategies for Building Financial Security
Expert wealth manager Bishara A. Bahbah offers a complete guide to creating financial security. From explaining the basics of wealth management to providing an in-depth look at setting up an estate plan, managing debt, purchasing insurance and employing tax-saving strategies, Wealth Management in Any Market is a one-stop-shop for individuals looking to protect their assets and build wealth to weather any financial climate.
List Price: $ 49.95
Investment Psychology Explained: Classic Strategies to Beat the Markets
Investment Psychology Explained: Classic Strategies to Beat the Markets
- ISBN13: 9780471133001
- Condition: New
- Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!
Expert advice in a back-to-basics handbook on how to beat the market-the classic way
In Investment Psychology Explained Martin J. Pring, one of the most respected independent investment advisors in the world, argues that in the revisionist ’90s there are no quick, magical paths to market success. Rather, he emphasizes the timeless values of hard work, patience, and self-discipline-and much more. Drawing on the wisdom of creative investors such as Jesse Livermore, Humphrey Neill, and Barna
Real Estate: The Sustainable Investment: Strategies for the Next Generation
Real Estate: The Sustainable Investment: Strategies for the Next Generation
Practical Advice for Investing in Income Property The Best Selling Book Real Estate: The Sustainable Investment offers advice and stories to make the learning curve a bit less steep and measurably safer, with proven strategies for reaching long-term investment goals by including income property in your asset allocation. Sustainable investing for sustainable living and a more secure financial future. What type of real estate investment is right for you? Making leverage actually work for you.
List Price: $ 19.95
Rocket Growth Stock Investing – 4 Little Known Stock Screening Strategies for Trading Beginners and Beyond
Rocket Growth Stock Investing – 4 Little Known Stock Screening Strategies for Trading Beginners and Beyond
This short 8,000 word book was created as a practical screening guide for 4 of my favorite high growth scans. These are customized scans that have been rigorously backtested (including robustness checks). The compound annual growth rates range from 30 – 60%. (this does not include cost of slippage or trading fees and utilizes 4 week rebalancing although other timeframes are included)
A stock that goes from to 0 in 30 years has a compound annual growth rate of 16.59%.
TSP Investing Strategies: Building Wealth While Working for Uncle Sam
TSP Investing Strategies: Building Wealth While Working for Uncle Sam
The Thrift Savings Plan (TSP), a tax-deferred investment vehicle for Federal Government employees and uniformed service personnel, is one of the greatest mechanisms through which to build wealth in the world. The TSP was established in the 1980s as part of an effort to modernize the Federal Government’s benefits system. Before then, civil servants relied solely on the antiquated Civil Service Retirement System (CSRS), the major retirement program covering federal civilian workers since 1920.
List Price: $ 15.95
Retirement Strategies Take a Shine to Gold
BOSTON (TheStreet) — Worries over domestic debt, fear of a double-dip recession and a desire to hedge against inflation are among the issue that have heated up gold fever and spiked the price of the precious metal to roughly $ 1,800 an ounce.
Should the mindset of gold bugs — despite some recent price declines — play into a retirement strategy, especially given the corrosive effect on savings inflation can have?
The “golden years” live up to their name as annuities and other products turn to the precious metal.
In recent months, some annuity providers have been starting to index their products to commodities. Among them is Investors Insurance, a subsidiary of SCOR Global Life. Its PremierMark SE fixed-index annuities include a product that links credited interest to performance increases in the price of gold during the term.
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Morningstar Guide to Mutual Funds: Five-Star Strategies for Success
“Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive information. The central message–’truly diversify, keep it simple, focus on costs, and stick with it’–is not only timeless, it is priceless.”
–John C. Bogle, founder and former CEO, The Vanguard Group
“Su
List Price: $ 16.95











