Life can be complicated, but your advisors explanations to your questions shouldn’t be. Let us guide you to a higher understanding of complex terms and situations from the simplest of perspectives.
Are You Financially Literate?
Poor Financial Advice on Tik Tok
Join us with a glass of wine in hand as our Founder, Jake Guttman, FSCP, brings you up to speed with recent events in the financial world from the comfort of your own home.
Wine Wednesday Economic Update – June 2021
We all dream of winning the lottery or winning the jackpot at a casino. Sometimes that dream becomes a reality. It’s not too uncommon for people to suddenly have a surplus of cash. Perhaps your great aunt left you an inheritance or your beanie baby collection from the 90s is now worth more than you […]
You work hard for your money and if you’re on the journey of multiplying your wealth for a sustainable financial future, having a solid coach in your corner can make all the difference. If you want to pay someone to manage your money, you want to find a financial advisor you can trust. Sometimes the […]
From paying your bills on time to getting a credit builder loan, it’s never too late to reestablish your credit. Credit can be confusing. Having good credit means that you’re able to borrow money and access low interest rates for home or vehicle loans and credit cards. But, what if you don’t have good credit? Many Americans don’t. In 2020, more than […]
Why is financial literacy so important? In New Evidence on the Financial Knowledge and Characteristics of Investors, researchers from the Financial Industry Regulatory Authority (FINRA) and the Global Financial Literacy Excellence Center (GFLEC) at the George Washington University School of Business find today’s investors are at risk of falling behind in financial literacy. In recent […]