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_financial-pulse-october-2016.jpg "•tWe are pleased to introduce the newest member of the Consulate team Robert Lindstrom. Robert joined our firm about a month ago and previously worked for several financial services companies. He was attracted to our firm because we operate under a fiduciary standard of care and as Personal Financial Managers we are able to help our clients with any aspect of their financial lives. We welcome Robert to our team!n•tRecently the Federal Reserve Open Market Committee held short-term interest ra")
⏲ 9 min 72 sec ✓ 28-Sep-2016
_full-show-how-to-protect-your-home-from-deed-theft-and-are-credit-card-rewards-really-worth-it.jpg "Clark Howard: Save More, Spend Less")
⏲ 32 minutes 57 seconds 👁 5.7K
_watch-this-before-roth-converting-in-2024trust-me.jpg "Kevin Lum, CFP®")
⏲ 14 minutes 50 seconds 👁 72.3K
_iul-irc-section-7702-a-tax-free-retirement.jpg "Are you looking for a tax free retirement plan? Are you looking for principal protection, higher rates of return, and guarantees? The Index Universal Life plan may be the option you've been waiting for.This plan isn't like your parents whole life plan, term life, universal life, or variable life plan. The IUL plans were exclusive to the majority top 5% income earners in the United States, up until recently and now everyone has equal access to these plans. When is the last time anyone asked you")
⏲ 2 min 26 sec ✓ 19-Oct-2017
_metals-soar-off-strong-us-economy-and-mideast-fears-ira-epstein39s-metals-video-4-5-2024.jpg "Ira Epstein")
⏲ 13 minutes 53 seconds 👁 292
_the-real-reason-americans-are-leaving-portugal-has-the-dream-soured.jpg "Our Rich Journey")
⏲ 19 minutes 18 seconds 👁 65.3K
_financial-pulse-december-2016.jpg "•tThe long presidential election season has come to an end. Financial markets were a bit volatile as they digested the news that Donald Trump would be the next U.S. President. Half of the population is mostly happy about the outcome and the other half is unhappy and in shock.n•tAfter the markets regained their footing, stocks rallied and bonds declined, as interest rates went higher. Investors are cautiously optimistic that Trump's policies could pave the way for growth with somewhat higher")
⏲ 6 min 7 sec ✓ 30-Nov-2016
_5-huge-roth-ira-mistakes-that-can-cost-thousands.jpg "Nate O'Brien")
⏲ 13 minutes 26 seconds 👁 287K
_i-lost-money-with-fundrise-my-4-year-review.jpg "Andrei Jikh")
⏲ 11 minutes 53 seconds 👁 25.1K
_financial-pulse-november-2016.jpg "•tThe markets seem to be in a wait and see mode. Waiting for the election outcome and waiting for the Federal Reserve to increase the cost of overnight borrowing. From an economic and market perspective Presidential elections have had very little effect, but central banks are much more important. The Federal Reserve is widely expected to increase the cost of overnight borrowing by .25% at their meeting in December. Even with this increase in interest rates money is still cheap, the U.S. 10 yea")
⏲ 7 min 64 sec ✓ 25-Oct-2016
_how-to-invest-with-a-roth-ira-2023-full-tutorial.jpg "Charlie Chang")
⏲ 14 minutes 58 seconds 👁 134.9K
_new-2024-roth-ira-income-rules-amp-limits-you-need-to-know.jpg "Pennies Not Perfection")
⏲ 4 minutes 46 seconds 👁 8.6K
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_financial-pulse-october-2016.webp "•tWe are pleased to introduce the newest member of the Consulate team Robert Lindstrom. Robert joined our firm about a month ago and previously worked for several financial services companies. He was attracted to our firm because we operate under a fiduciary standard of care and as Personal Financial Managers we are able to help our clients with any aspect of their financial lives. We welcome Robert to our team!n•tRecently the Federal Reserve Open Market Committee held short-term interest ra")
_full-show-how-to-protect-your-home-from-deed-theft-and-are-credit-card-rewards-really-worth-it.webp "Clark Howard: Save More, Spend Less")
_watch-this-before-roth-converting-in-2024trust-me.webp "Kevin Lum, CFP®")
_iul-irc-section-7702-a-tax-free-retirement.webp "Are you looking for a tax free retirement plan? Are you looking for principal protection, higher rates of return, and guarantees? The Index Universal Life plan may be the option you've been waiting for.This plan isn't like your parents whole life plan, term life, universal life, or variable life plan. The IUL plans were exclusive to the majority top 5% income earners in the United States, up until recently and now everyone has equal access to these plans. When is the last time anyone asked you")
_metals-soar-off-strong-us-economy-and-mideast-fears-ira-epstein39s-metals-video-4-5-2024.webp "Ira Epstein")
_the-real-reason-americans-are-leaving-portugal-has-the-dream-soured.webp "Our Rich Journey")
_financial-pulse-december-2016.webp "•tThe long presidential election season has come to an end. Financial markets were a bit volatile as they digested the news that Donald Trump would be the next U.S. President. Half of the population is mostly happy about the outcome and the other half is unhappy and in shock.n•tAfter the markets regained their footing, stocks rallied and bonds declined, as interest rates went higher. Investors are cautiously optimistic that Trump's policies could pave the way for growth with somewhat higher")
_5-huge-roth-ira-mistakes-that-can-cost-thousands.webp "Nate O'Brien")
_i-lost-money-with-fundrise-my-4-year-review.webp "Andrei Jikh")
_financial-pulse-november-2016.webp "•tThe markets seem to be in a wait and see mode. Waiting for the election outcome and waiting for the Federal Reserve to increase the cost of overnight borrowing. From an economic and market perspective Presidential elections have had very little effect, but central banks are much more important. The Federal Reserve is widely expected to increase the cost of overnight borrowing by .25% at their meeting in December. Even with this increase in interest rates money is still cheap, the U.S. 10 yea")
_how-to-invest-with-a-roth-ira-2023-full-tutorial.webp "Charlie Chang")
_new-2024-roth-ira-income-rules-amp-limits-you-need-to-know.webp "Pennies Not Perfection")
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