Wealth Management Tips

Posts with wealth management tips

Wealth Building Fundamentals Inspired by My Abundant Fig Harvest

  Last week as I picked an abundant fig harvest, I couldn’t help but think about how much my fig harvest parallels the wealth building fundamentals I’ve learned (many the hard way!) from investing in dozens of different assets and strategies over the past few decades as a personal investor.   These wealth building fundamentals are …

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Woman cash | How to Make Money When Stocks Go Down

How to Make Money When Stocks Drop

There are simple ways to make money when stocks drop using more traditional investing methods and there are also more advanced strategies to make money when stocks drop. In this post, I will cover simple to slightly advanced strategies that both investors and many wealth managers use to make money in down markets for their …

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woman holding on to dollars with excited emotions

How To Avoid Losing Money In The Stock Market

The simplest and only sure way to avoid losing money in the stock market is to not own stocks. Stocks, however, can be a profitable passive investment for busy investors who understand stock market losses, are aware of stock market cycles and have chosen how much stock market risk they want. That’s what this post …

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money market vs stocks

How Much to Keep in Money Market Accounts | 15 Factors 

No one wants to run out of cash. By cash, I mean that super safe stash you keep in a money market account that won’t fluctuate in value the way stocks do.   But just how much should you keep in a money market account? It depends on some personal things like your investments, portfolio allocation, dependents, …

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