
Run for the Hills!
The markets FINALLY took a breather last Friday and Monday. That presents a teachable moment, so let’s also take a breather from our IRA Contributions
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
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The markets FINALLY took a breather last Friday and Monday. That presents a teachable moment, so let’s also take a breather from our IRA Contributions

After reading this, you will know more about investing than every caller that’s ever called into Jim Cramer’s show. What we’ve learned so far…. Over

9.8%. That’s the average annual return of the S&P 500 over the last 90 years. Is that the return you should expect to get in

The picture below will help you understand long-term investing more than anything else you’ll lay your eyes on. It shows the best and worst of

Did you know… That the Dow Jones Industrial Average is only comprised of 30 companies? Check out the list below. There are over 5,500 publicly

I was prepared to finish this week’s blog on tips to save money (by far the most popular request). But then I came across a

Having just celebrated Independence Day (hopefully with hotdogs and light beer and fireworks), I thought I’d write a patriotic post this week. It’s a quotation

Peter Lynch (uber-famous investor of the Magellan fund) once said… Far more money has been lost by investors preparing for corrections or trying to anticipate

Claire loves the action of the roulette table. The marble bouncing around the wheel. The people yelling and screaming. The chips clinking onto the table.
If you give me $13,500, I’ll give you $22,500 in return. Do I have your attention? What if I offered you this deal every year