Why Should I Use a Financial Advisor?
March 23, 2021
In this article, Tim talks about the reasons you SHOULD and SHOULD NOT hire a financial professional to help you create a plan and manage your investments. The reasons may surprise you.
Should You Be Getting a Big Tax Refund?
March 8, 2021
In this article, Tim shares his thoughts on a recent CNBC article about how people are viewing their upcoming 2020 tax returns, and how many Americans need a mindset shift when it comes to their view of tax refunds.
Market Update February 2021 – learning how to read monthly candle charts and moving averages
February 28, 2021
In the first of a series of market updates, Tim looks at the monthly candle of $SPY (The S&P 500 ETF) and takes us through the importance of tracking price action and moving averages.
Don’t do this with your retirement account! Learning from my mistakes with investing.
February 23, 2021
Have you ever made a mistake with money? Sure, we all have. In this video, Tim shares a story about a mistake he made with his 401(k) account when he was going through a tough time, and how that decision affected his long term outlook and positions. Behavioral finance is a powerful aspect of investing, and a qualified investment advisor can keep you from making poor decisions like the one Tim made.
What does investing look like in your 20’s, 30’s, 40’s, 50’s & 60’s?
February 8, 2021
Have you ever wondered what your portfolio should look like throughout your lifetime? Are you worried because you haven’t started saving for retirement yet? In this video, Tim shares his thoughts about the different stages and cycles of investing, and how you should approach each decade. He also shares encouragement for “late-starters” about ways to catch up on their investments.
The GameStop & Meme Stock Phenomenon
January 30, 2021
What a week it has been in the market! In this first of a series of new videos, Tim shares his insights on the current state of the stock market, including Gamestop and the Reddit phenomenon. Should you care? What does it mean to “short” a stock?