19 Aug What Is Fiduciary Advice (and Why Does It Matter)?
Posted at 12:31h in E-mails
Hi, it’s your Money Mavens and we’re on the lookout today.For P/E ratio. For lump-sum investing. For alpha and beta. For daily dividend factors.What do...
Author: Hilary Hendershott
12 Aug IRA: In a Trust or Not?
Posted at 12:05h in E-mails
Hi, it’s your Money Mavens with a quick question… You’ve heard about creating a trust, right? You’re also familiar with retirement accounts like an IRA, Roth IRA,...
05 Aug Maximize Your Profits by Hiring a Virtual CFO
Posted at 12:57h in E-mails
Hi, it’s your Money Mavens - it’s time to hire your CFO.“A CFO? For my company? We don’t need a full-time, highly compensated CFO!”You’re right....
29 Jul 3 Best Retirement Plans for Entrepreneurs?
Posted at 11:51h in E-mails
Hi, it’s your Money Mavens. Can we talk about your business and retirement?Because that’s the big question over 10 million Americans are facing right now.“What’s...
22 Jul Tax advantage: Hiring family members – pros and cons?
Posted at 10:40h in E-mails
Hi, it’s your Money Mavens. Quick question… Where is the best place to find good employees and contractors who can be great tax advantages for your...
15 Jul Time to raise your prices? Start here
Posted at 09:57h in E-mails
Hi, it’s your Money Mavens, and we need to talk about pricing. Specifically, *your* pricing - and giving yourself permission to charge enough so that you...
01 Jul Rising Interest Rates and What to Do Next
Posted at 09:23h in E-mails
Hi, it’s your Money Mavens, and this is of interest to you… Inflation is rising past a 40-year high. We’re all feeling the difference with grocery...
30 Jun The Growth of a Dollar
Posted at 08:52h in E-mails
Watch this 3-minute video tracking the growth of just ONE DOLLAR invested in US stocks from 1927 through the end of 2021. Time Magazine covers...
24 Jun How Do We Pick the Right Investment Recommendations? Adjust With Data.
Posted at 08:47h in E-mails
Hi, it’s your Money Mavens, and we are fiduciaries… You may already be familiar with the term “fiduciary”, but it may be new to you. Being fiduciaries...
17 Jun How do we pick the right investments to recommend? Personalize it
Posted at 01:10h in E-mails
Hi, it’s your Money Mavens, and we need to get personal… …With how we pick investments that are worthy of belonging in our clients’ accounts. We previously...