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Establishing Your Financial Identity

Establishing Your Financial Identity

Contributing Author: Jay Geddie “I’d rather strive to be anonymously rich rather than deceptively poor….” -Random Millionaire Establishing your financial identity... what does it mean? Simply put, it revolves around having a financial plan. It’s just deciding what...

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5 Financial Resolution to Make Before the End of the Year

5 Financial Resolution to Make Before the End of the Year

Contributing Author: Jay Geddie As we get closer and closer to the end of the year I am starting to hear people mention resolutions and ways they want to improve in 2020. Of all the future resolutions I hear people mention, I hardly hear anyone talk about finances....

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The Stock Market Crashed, What Should I do?

The Stock Market Crashed, What Should I do?

  The year started off with a bang in the markets! It seemed like the economy was slated for more growth and the stocks could do no wrong - until they did. The Dow Jones industrial average (an index that tracks 30 large U.S.-based...

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How I used spare change to pay for my next vacation

How I used spare change to pay for my next vacation

Check out our most recent article featured in the Charlotte post. You can also read the full article below In 2017, you’d be hard-pressed to find anyone carrying any cash, much less a pocket full of change. With our debit and credit cards as our primary go-to option...

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When Is the Best Time to Invest in the Stock Market?

When Is the Best Time to Invest in the Stock Market?

The media would have you think there are dozens of reasons to buy into or sell out of the market, but what the hard data shows is that most of the time, you should stick to a long-term investment strategy. Lets hear from our financial planning pro Marshay Clarke and...

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9 Reasons Goal-Based Investing Leads to Success

9 Reasons Goal-Based Investing Leads to Success

Defining goals enables better wealth management. Here’s why. Here what our Managing Director of Behavioral Finance & Investing Dan Egan has to say about Goal based Investing.   KEY TAKEAWAYS Goals make it far more likely you’ll save for each goal in...

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New Career, Now What?

New Career, Now What?

A career change whether it’s with your existing company or a new one, can be exciting! New opportunities to learn and grow in your career, meeting new people and hopefully making more money! We also know that with that, comes more responsibilities and changes that at...

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A Deeper Look At Socially Responsible Investing

A Deeper Look At Socially Responsible Investing

Our Approach to Building an SRI Portfolio KEY TAKEAWAYS Many investors prefer to invest according to their values. Socially and environmentally conscious customers can now take advantage of our Socially Responsible Investing (SRI) option. SRI portfolios are expected...

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Investment Philosophy Overview

Investment Philosophy Overview

Its not really a “who’s better” conversation because by and large; investing for the long term has been pretty commoditized through technology. Where we believe we have an edge is our overall approach that encourages good investing behavior on individual and personal...

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What is Financial Planning?

What is Financial Planning?

Financial planning is a very vague term, and So is Financial Advisor. So how are you to know what a financial advisor is and what he does. If I got a dollar for every time someone asked me "So what is it that you do exactly" well I might not need to be a financial...

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MyRA – Explained

MyRA – Explained

What is this new MyRA? If you tuned into the SOTU Address, you heard President Obama briefly touched on this new form of retirement account he intends to rolled out. President Obama offered more Americans the chance to save for retirement through payroll deductions...

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Are Bonds Still a Good Investment?

Are Bonds Still a Good Investment?

Good question. But I’ve got a better one: What’s your investment time horizon? That’s how to start the bond conversation. Investors are concerned about how the prospect of a continued rise in interest rates could impact portfolio valuations. For bond investors, rising...

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What Is An Annuity?

What Is An Annuity?

The idea of retirement, can seem overwhelming all in itself, then having to understand the best way to plan for it can be a completely different hurtle as well. Once upon a time we used to work for one company our entire career and when we retire, that employer would...

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What Type Of Investor Are You?

What Type Of Investor Are You?

Aggressive, conservative, balanced. All common terms you hear people mention when describing the type of investor they are, but what do they really mean? How does one determine if they are aggressive or conservative? Well there are a few things to consider before...

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5 Reasons Americans Are Not As Wealthy As They Could Be

5 Reasons Americans Are Not As Wealthy As They Could Be

5 Reasons Americans Are Not As Wealthy As They Could Be We can’t blame the economy, President Obama, Congress, our employer or our ex-spouse for our lack of wealth. In my role as a financial educator and experience as a financial advisor, I have...

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Investing 101

Investing 101

  Investing can be both exciting and scary at the same time. The idea of making money without actually having to trade your time for it is quite the attractive ideal…however; with woes of an unstable economy many are reluctant to take that leap. Investing is...

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MakesCents2Me.com is not a registered investment advisor. Investment advisory services are offered through Capitalwize, LLC.

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