Investing

Here’s what we’ve learned walking alongside business owners: a well-diversified customer base helps you respond from a position of strength.

As I write this, the market recovers from the worst sell off of 2024. Don’t be one that make decisions to damage their long term plans.

You understand the limitations of the market, you also understand your own cognitive biases, and work to guard against them.

But as scary as it can be in the moment, don’t forget to look back on risks you’ve taken the past and take note of how monumental they were.

In this post, we will build on some of the previous financial habits and strategies established for those in their 20’s.

Here are a few financial and life considerations for those of you in your 20’s; entering the decade where you may finish your education!

When you ask yourself if you have enough money to afford something, it sure helps to know which type of money we’re talking about.

It’s helpful to remember that risk is the fee that we pay to be in the investment game. It’s not a fine for doing something wrong.

The Roth IRA is our industry’s equivalent of the multi tool. You can do a lot with it. And you can fund it a lot of different ways.

Whether you’re trying to stabilize your finances, or maximize your opportunities, you are wise to keep a respectable margin for error.