Monitor Your Portfolio – A Tip for Increased Financial Literacy

While pursuing your financial goals, keep your eye on the horizon. However, don’t overlook potential detours – like rapidly changing markets – that may require a navigation change. According to Simon Woon, president of Paragon Financial Services, one of the best...

Focus on the 3 D’s – A Tip for Increased Financial Literacy

Focusing on the three D’s — diversification, dividends, and discipline — can save you the daily stress of investment tracking and help you stay focused on your goals Christopher Quinley, CFP®, CIMA®, AAMS®, the co-founder of Liang & Quinley Wealth Management, says...

Live Within Your Means – A Tip for Increased Financial Literacy

The simple formula for personal wealth management is to spend less than you earn and invest prudently, aligning your investments with your long-term goals. When asked for his “go-to” tip for financial wellness, Ralph Bender, MBA, CFP®, of Enduring Wealth Advisors®,...