The Beauty Is in the Doing
October 18, 2021
This is a general leadership and self-discipline post, and a collection of things I’ve been thinking about lately. It’s easy to start something, and oftentimes, a little underwhelming to finish something. What happens in the middle is what really matters.
Market Update September 2021 – A September to Remember…kind of.
September 30, 2021
In this latest market update, Tim looks at the monthly candles of $SPY (The S&P 500 ETF) $QQQ (The Nasdaq 100 ETF) $IWM (The Russell 2000 ETF) and how the September monthly closing candles give us a clue of where we may be headed. How does September’s typical poor performance impact the end of year run?
Inflation Is Here: How to Beat It!
May 12, 2021
Have you noticed you are paying more for things these days? Inflation is here, and you need to know how to beat it! Take 5 minutes and read my latest article on the subject and some ideas for how your investments can help you get ahead of the curve.
Market Update April 2021 – Still a Bull Market, but preparing for a summer slump?
April 30, 2021
In this latest market update, Tim looks at the monthly candles of $SPY (The S&P 500 ETF) $QQQ (The Nasdaq 100 ETF) $IWM (The Russell 2000 ETF) and how the April monthly closing candles give us a clue of where we may be headed. Will this be all the growth for the year or will the run continue through the summer?
Let’s talk about 401k’s, Roth & Traditional IRA’s & others. What type of account should I open?
April 13, 2021
Many people have heard the terms 401(k), IRA, Roth, brokerage, etc. But most don’t really understand what they do or what purpose they serve. They are created to give you the most tax-efficient means of investing for your retirement. But the key is knowing how and when to use them!
Market Update March 2021 – What’s going on with QQQ? Are tech stocks going to rebound?
March 31, 2021
In this latest market update, Tim looks at the monthly candles of $SPY (The S&P 500 ETF) $QQQ (The Nasdaq 100 ETF) $IWM (The Russell 2000 ETF) and takes us through the importance of tracking price action and moving averages.
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?