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Crowd Funding – Is it the next big thing?

What exactly is it anyway? Crowdfunding (also known as hyper funding and micro financing) is where many small investors pool their resources, enjoying the same or similar results of much larger investors, private equity and large scale fundraising.   This concept allows small entrepreneurs throughout the world the ability to raise funds and compete more […]

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Money House

What To Do Before You’re 30!

The Millennials are known for many things, but having their financial house in order by the time they are 30 is not one of them. Millennials can get there by following easy steps. One easy step is to have a year’s salary invested in a retirement plan.  I always say you should put at least […]

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college bound car

Why are A Select Few Missing Out?

Financial Aid is supposedly there for everyone. So why isn’t it?   As tuition continually increases many college students are being left in the wind concerning financial aid. The neediest students are not receiving the financial aid they need to get through a semester. Instead, colleges are providing more “merit aid” to affluent students. This trend […]

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financially fit 2

Get $ Fit Challenge – April

Financial Literacy Where do you turn to learn more about financial topics? April is financial literacy month. Our Get $ Fit Challenge for April is in keeping with this theme.  There are many great resources available today to help educate us on everything financial. The most obvious is the internet. The challenge with the web is that […]

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Dollar Cost Averaging

Dollar Cost Averaging

How I learned this valuable technique Last year a lot was written about dollar cost averaging, an old school investment strategy. What I have found is that many investors don’t really understand what it means. So I thought I’d provide an overview in our series on investment basics. I’m also going to share how I […]

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Rosey the Riveter

Ladies – Are You Ready?

Ladies! Have you noticed that we are experiencing a female power surge? In the recent election we saw a broad sweep of women elected into public office.  So much so that we may have just elected the woman who is destined to become our first female president. One can hope anyway! If you watched either […]

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Walter Issacson

Leadership. Service. Innovation

Inspirational and thought-provoking words by themselves, these words come to life when stories are shared that relate to each of them. Recently we attended our ConnectEd conference.  This conference provides the opportunity for financial advisors from the three Advisor Group broker/dealers to come together for several days of education as well as an opportunity to […]

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Ladies Only Event – Take Charge of Your Financial Future

Ladies Only – The Complete Financial Management Workshop Ladies take charge of your finances today. Build a brighter financial future. 4 Week Ladies Only Workshop  Monday’s 6:30 – 8:30 p.m. Beginning Sept 17, 2012 (Last session is Monday Oct 8, 2012) With so much financial information available — and so many financial options — it’s easy […]

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