Trading Treadmill….avoid the hype I ran across a recent press release this morning from Business Wire that announced some activity for Charles Schwab Corporation in August. I found it interesting […]
Clarity Coaching Video Clips
The majority of the video clips you'll find in this area were generated when Financial Abundance was the "Investor Coach" for WJAC channel 6 news (NBC affiliate). Weekly we would have a spot during the news broadcast where we would address financial items, a viewer’s question, a topic that was timely in the national financial news, or perhaps just the general overall climate of the market. Enjoy these video vignettes, you will find a few nuggets that could apply and enrich your financial situation.
Check out our Clarity Coaching Tips and the “It’s Your Money” podcasts for more tidbits that might pique your interest.
Portfolio Construction: Navigating the Fog of Investing
Excerpts from Navigating the Fog of Investing. The world finance is lauded with manufactured perceptions and techniques designed to create transactions. The revenue created from transactions, that is stocks and […]
“For the Record” interview with Paul Nichols
Jed Donahue host of “For the Record” interviews Paul concerning financial literacy and the lack of education we see in America.
Who Wins with Market Timing?
Market timing a concept that has been excepted for decades as a strategy for managing different investments held in ones portfolio or overall of estate. The idea is that […]
Stock Picking…Folly or Fact
Stock picking, market timing and track record investing are techniques devised to outwit the stock market. Can the market be beat?
Traditional IRA…A Permanent Tax Lien
If you were a farmer…and you have a choices: one is to pay tax on your seed in the spring, and receive a tax free harvest. The other option would be […]
Broker vs. Registered Investment Advisor
Financial services industry has two predominant financial standards for representatives in dealings with clients and disclosure. One is a “suitability standard” which is the most common and requires the least […]
Portfolio Construction and Market Portfolio Theory
Modern portfolio theory was brought to us by Henry Markowitz winner of the Nobel Prize in Economic, 1990 along with Merton Miller and Williams Sharp. Modern portfolio theory is the […]
Income For Life Retirement Planning
Income planning is the area that is most requested by individuals that are seeking financial planning help today. As a financial professional I’ve observed this area has the least amount […]
30 Day Challenge for Wealth Management
In my life I’ve been very fortunate to have had several mentors! The one that had the most impact was tough but gentle, an extremely successful businessman. On one occasion […]
Pension Maximization Strategy
PMS, a strategy that can be employed by a pre retiree when activating a employer defined benefit plan, more commonly known as a pension. The concept: there are multiple pay […]
Are You a Market Timer?
The avoidance of Market timing is by far the hardest aspect of investing. Market timing requires the most prudence, the most disciplined, the most long-term vision in order to not […]
Group vs Individual Long Term Care Insurance
Long term care insurance planning, an area that many do not really want to talk about. There’s a certain inevitability that we often ponder when this subject comes to the […]
Common Investor Mistake – Part Two
This week, Paul Nichols, the president of Financial Abundance talks about one of the most common investor mistakes that he’s noticed in recent times. That is, riding a losing stock […]
Financial Literacy Part One
Paul Nichols, the president of Financial Abundance, talks about why he enjoys being the “Investor Coach”. When it comes to investing. Who do teaches the rules? Who makes the rules? […]