Member Blogs

  • According to AARP poll, 61% of adults fear running out of money in retirement. Can Real Estate help with this fear? Possibly with a smart system. The 3 most important words in Real Estate Investing are Location, Location, Location. Check Our Interview Blog On Is Real Estate the Cashflow Solution? With Dr. K Kai Anderson http://masteringyourmoney.com/
  • Happy Holidays! Is it just me or did 2017 fly by? I cant believe we are in the midst of the holiday hustle and bustle. While you are busy deciding holiday gifts for others, how about giving a gift to your future self? If you have a 401(k) or 403b and have not reached the maximum yet, how about having a goal of increasing your contribution percentage to match the percentage of your salary increase each year? Also, if you are eligible, you have until April 17, 2018 to contribute to your IRA account for 2017. Whatever your goals, look to increase the amount you are saving for retirement.  Your future self thanks you! I hope you find time to relax and enjoy time with your family and friends.  I wish you HAPPY HOLIDAYS and a WONDERFUL 2018! The post Give A Gift To Your Future Self appeared first on Dorsey Wealth Management | Financial Advisor & Fee-Only Financial Planner .
  • Tax Bill Drives Another Stock Market Record And Gives You To-Dos By Year-End. Congress moved closer to enacting the most sweeping tax reform legislation in over 30 years last week, driving stocks to new record highs again. Check Our Video Blog On Tax Bill Drives Another Stock Market Record And Gives You To-Dos By Year-End http://masteringyourmoney.com/
  • While venture capital isn’t a good fit for every business, there are plenty of better options out there that don’t require entrepreneurs to sacrifice their control or dreams. Investors aligned with goals and vision can be found by looking past the model of the venture capitalist. Check Our Interview Blog On Funding Your Business With Jenny Kassan http://masteringyourmoney.com/
  • While venture capital isn’t a good fit for every business, there are plenty of better options out there that don’t require entrepreneurs to sacrifice their control or dreams. Investors aligned with goals and vision can be found by looking past the model of the venture capitalist. Check Our Interview Blog On Funding Your Business With Jenny Kassan http://masteringyourmoney.com/
  • While venture capital isn’t a good fit for every business, there are plenty of better options out there that don’t require entrepreneurs to sacrifice their control or dreams. Investors aligned with goals and vision can be found by looking past the model of the venture capitalist. Check Our Interview Blog On Funding Your Business With Jenny Kassan http://masteringyourmoney.com/
  • The Efficient Market Hypothesis (EMH) is the underpinning of my investment philosophy. This philosophy informs the investment strategy I use personally as well as for clients. But just what is it? Today I define EMH and explain it with the story of Sylvia, Fred and Nora. (Based on a story told by Weston Wellington, a Dimensional Fund Advisor executive.) The Efficient Market Hypothesis states that the current prices of publicly traded securities incorporate all available information and expectations. Publicly traded securities are those you buy on the stock exchange. Traditional stock pickers attempt to make money by identifying mispriced securities and buying those deemed underpriced.   Adherents of the EMH embrace market pricing and reject the idea that securities are mispriced. To illustrate I tell the story of Sylvia, Fred, Nora, and you.   Lets suppose that you dear reader are an art dealer.   Lets further suppose your lovely elderly neighbor Sylvia passes away after a long illness. Her son Fred cleans out her house, decides what items he wants to keep and holds a yard sale to sell the rest. Remarkably, on the day of the sale, you see that Fred has just put a Rembrandt painting in the front yard with a $50 tag on it! He has no idea that its a Rembrandt. You casually walk over, planning to buy it and make a killing. But just as youre about to close the deal your other neighbor, Nora the nosy art historian, swoops in to offer more. Now there are 2 knowledgeable bidders on the scene.     How soon do you think the price will reflect the bidders information?    How soon will the price come close to the actual value? The stock market is an information processing machine. Every day in the global stock marketplace there are 82.7 million trades! Every single buyer and seller comes to the table with INFORMATION.   There are millions of nosy Noras.    All of this information is incorporated into the price and prices incorporate new information very quickly. You do not have any information that no one else knows. If you do, then you are an insider, and insider-trading is illegal!   In the stock market, the markets pricing power works against investors who try to outperform through stock picking.   So if its underpriced items youre looking for to sell at a profit stick to yard sales. And hope that you get up earlier than Nosy Nora. To learn more watch this 2 minute video from Dimensional The Power of Markets click here .
  • The most sweeping revision to the U.S. Tax Code in three decades lurched toward passage, requiring urgent attention to tax cutting opportunities open only until December 31st, 2017. Check Our Video Blog On An Eventful Week In Wealth Management http://masteringyourmoney.com/
  • The most sweeping revision to the U.S. Tax Code in three decades lurched toward passage, requiring urgent attention to tax cutting opportunities open only until December 31st, 2017. Check Our Video Blog On An Eventful Week In Wealth Management http://masteringyourmoney.com/
  • Image courtesy of MacPhysto on Upsplash You never know what will happen when you propose bold change. The only guarantee is that you’ll get people’s attention...and a LOT of people weighing in with opinions. At this year’s Alliance of Comprehensive Planners (ACP) annual conference, Blue Blaze had a spot at the Board table as well as time on the agenda. We proposed big change. We got lots of feedback.
  • How stable are your relationships? It is number six in your Financial Independence success factors. Happiness is when you have someone to love and they love you back. The person will help you share your Failures and Success. Check Our Interview On Love and Money With Dr. Willie Jolley. http://masteringyourmoney.com/
  • How stable are your relationships? It is number six in your Financial Independence success factors. Happiness is when you have someone to love and they love you back. The person will help you share your Failures and Success. Check Our Interview On Love and Money With Dr. Willie Jolley. http://masteringyourmoney.com/
  • How stable are your relationships? It is number six in your Financial Independence success factors. Happiness is when you have someone to love and they love you back. The person will help you share your Failures and Success. Check Our Interview On Love and Money With Dr. Willie Jolley. http://masteringyourmoney.com/
  • How stable are your relationships? It is number six in your Financial Independence success factors. Happiness is when you have someone to love and they love you back. The person will help you share your Failures and Success. Check Our Interview On Love and Money With Dr. Willie Jolley. http://masteringyourmoney.com/
  • How stable are your relationships? It is number six in your Financial Independence success factors. Happiness is when you have someone to love and they love you back. The person will help you share your Failures and Success. Check Our Interview On Love and Money With Dr. Willie Jolley. http://masteringyourmoney.com/
  • How stable are your relationships? It is number six in your Financial Independence success factors. Happiness is when you have someone to love and they love you back. The person will help you share your Failures and Success. Check Our Interview On Love and Money With Dr. Willie Jolley. http://masteringyourmoney.com/
  • How stable are your relationships? It is number six in your Financial Independence success factors. Happiness is when you have someone to love and they love you back. The person will help you share your Failures and Success. Check Our Interview On Love and Money With Dr. Willie Jolley. http://masteringyourmoney.com/
  • When you sell a home that has been rented there are restrictions on your ability to exclude all of your gains.  As mentioned in last week’s article, you may be able to exclude up to $250,000 in gains if you are single and up to $500,000 if married filing jointly, assuming you have lived in your home for 2
  • • 5 steps to hack-proofing your smartphone • Emerging threats: Holiday shopping tips and Netflix scam • Savvy Cybersecurity quick links • Cybersecurity shorts: Dell customer service website hacked, the emotional impact of identity theft, a new Medicare scam, and much more • Software updates
  • • 5 steps to hack-proofing your smartphone • Emerging threats: Holiday shopping tips and Netflix scam • Savvy Cybersecurity quick links • Cybersecurity shorts: Dell customer service website hacked, the emotional impact of identity theft, a new Medicare scam, and much more • Software updates Check Out This Blog On Cybersecurity http://masteringyourmoney.com/
  • • 5 steps to hack-proofing your smartphone • Emerging threats: Holiday shopping tips and Netflix scam • Savvy Cybersecurity quick links • Cybersecurity shorts: Dell customer service website hacked, the emotional impact of identity theft, a new Medicare scam, and much more • Software updates Check Out This Blog On Cybersecurity http://masteringyourmoney.com/
  • • 5 steps to hack-proofing your smartphone • Emerging threats: Holiday shopping tips and Netflix scam • Savvy Cybersecurity quick links • Cybersecurity shorts: Dell customer service website hacked, the emotional impact of identity theft, a new Medicare scam, and much more • Software updates Check Out This Blog On Cybersecurity http://masteringyourmoney.com/
  • • 5 steps to hack-proofing your smartphone • Emerging threats: Holiday shopping tips and Netflix scam • Savvy Cybersecurity quick links • Cybersecurity shorts: Dell customer service website hacked, the emotional impact of identity theft, a new Medicare scam, and much more • Software updates Check Out This Blog On Cybersecurity http://masteringyourmoney.com/
  • • 5 steps to hack-proofing your smartphone • Emerging threats: Holiday shopping tips and Netflix scam • Savvy Cybersecurity quick links • Cybersecurity shorts: Dell customer service website hacked, the emotional impact of identity theft, a new Medicare scam, and much more • Software updates Check Out This Blog On Cybersecurity http://masteringyourmoney.com/
  • • 5 steps to hack-proofing your smartphone • Emerging threats: Holiday shopping tips and Netflix scam • Savvy Cybersecurity quick links • Cybersecurity shorts: Dell customer service website hacked, the emotional impact of identity theft, a new Medicare scam, and much more • Software updates Check Out This Blog On Cybersecurity http://masteringyourmoney.com/