I had the pleasure of joining Jill Malandrino on Nasdaq #TradeTalks to delve into current market perceptions from our clients' perspectives, strategize end-of-year portfolio and budget plans, and prepare financially for 2024.
Cash is a cornerstone of any financial plan. Your emergency fund and savings for goals in the next 1-3 years should be deposited in cash. As short-term interest rates have moved from zero percent to the current rate of over 5%, the search for the highest yield has created a confusing marketplace of cash alternatives. It's crucial to weigh the pros and cons of each savings vehicle.
Do you feel like no matter what you do, you end up in the same financial situation? That frustration might be the result of your money mindset. With over 27 years in the financial trenches, I've seen firsthand how deeply our financial psyche impacts our fiscal and emotional well-being. Your mindset drives how you make key financial decisions every day, and it can have a big impact on your ability to achieve your goals.
Navigate the fine line between good and bad debt with Sheryl Nance-Nash's enlightening article on Mindbodygreen. Discover how to leverage debt to your advantage and avoid the pitfalls that can harm your financial health.
I'm honored to be highlighted once again in a @GOBankingRates article by the brilliant Maddie Duley. Even better, her piece made its way to both @YahooFinance and @Nasdaq!
In a collaborative conversation with Marc Cota-Robles on @ABC7 Eyewitness News, we emphasized the essential role financial education plays for our future leaders. Touching upon key concepts like delayed gratification, opportunity cost, and the essence of savings, our discussion sheds light on shaping a financially savvy generation.
For those who’ve grown accustomed to paying just the interest - and historically low interest, at that - a looming reset date is as terrifyingly real as a ticking time bomb.
I had a great conversation on WBRC FOX6 News with Sheldon Haygood about the significance of teaching financial responsibility to our young ones. From goal-setting to understanding savings, it's essential for the next generation's financial well-being. We all play a part in shaping their financial future.
Wealth is generational. Teaching your kids about money early on could set them up for a lifetime of financial success.