ROI Financial Advisors 4 Lessons Learned From FTX and Enron DOWNLOAD ARTICLE .PDF At its height, Enron was trading at $90.75. By December 2001, its mismanagement was exposed, and its stock plunged to just $0.26. The company declared bankruptcy shortly thereafter. Just last year, FTX started crumbling due to mismanagement in a similar manner, shocking […]
Read MoreROI Financial Advisors Will Resilience Be the Theme for 2023? DOWNLOAD ARTICLE .PDF Cypress trees are brittle and easily snap in a storm, but palm trees can bend when faced with hurricanes. Their long-term strategy is to be flexible enough for unpredictably bad weather. It’s food for thought regarding how we approach our savings […]
Read MoreROI Financial Advisors Preventing Future Financial Regrets DOWNLOAD ARTICLE .PDF What will you regret not doing when you reach the end of your life? Jeff Bezos famously asked himself this before he founded Amazon. This simple question became a framework that he attributes a lot of his success to. You can use this framework […]
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Read MoreMoney management can get complicated as your financial success and stability climbs. Sometimes bad habits that impact our long-term financial health start at our high points — and go unnoticed because of it.Have you ever fallen for these financial mistakes? It happens to the best of us. Thankfully, they can be easy to avoid:
Read MoreRising inflation has caused many people to take a closer look at their finances, but have you considered what it’s doing to your savings and emergency funds? A saved amount of $20,000 in 2020 would need to be $22,217.19 today in order to maintain the same value. Even high yield accounts struggle to keep up, […]
Read MoreExchange-traded funds (ETFs) give investors exposure to a broad array of securities. They help you to diversify your portfolio, and you can easily buy and sell them through brokerage firms. While ETFs can have some of the same benefits as mutual funds, they typically cost less. ETFs had record growth in 2021, and interest in […]
Read MoreTo merge or not to merge? Whether moving in together, getting married or living as civil partners, long-term couples eventually face this important financial decision. Use these tips to help you and your partner find what works best for you.
Read MoreROI Disclosures: https://tinyurl.com/32dtv228 Tune in today as Lance, Rob, Adrian, and Sue discuss why it's so important for your financial advisor and your CPA to be partnered together. https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer
Read MoreDuring your working years, your income determines how much you can expect to receive in Social Security benefits when you become eligible. What should high earners know about their benefits?
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