Are You Financially Literate?

As Financial Literacy Month ends, I hope you were able to learn a few new things and apply them to your strategy. One of my goals in sharing this newsletter is to engage you with useful content so you are in the best position to grow your wealth – and maybe even have a little fun.

Ask yourself these three questions to reveal how financially literate you are:

1. Are you saving for your future? Do you live within your means and are you investing in yourself first and foremost? If you need more info about how to best do this, ask me.

2. Are you truly investing (and not gambling)? It may be tempting to jump on the investing trends made popular in the news – things like crypto, NFTs, or social media-driven stock trading. Trends are unknown territory – don’t go it alone. Let me point you in the right direction.

3. Are you confident in your current financial plan? Listen to your gut, and act accordingly.

If you answered yes to all three of these questions, you’re in good shape. But if you said no, don’t worry. Many people have had to reevaluate their priorities over the past year. I can help get you on the right track.

And here are some articles that can further expand your financial literacy. Enjoy and share! Let’s talk soon.

What Wall Street Is Telling Us About the U.S. Economic Outlook

April 27, 2021

What do investors expect from a post-pandemic economy? They generally seem quite optimistic. Stocks stand near records…

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Trading Vs. Investing: Which Is Better For Long-Term Goals?

April 26, 2021

For investors betting heavily on a few stocks trying to beat the market, trading is akin to…

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Take Heart, Investors. A Higher Capital-Gains Tax Wouldn’t Be as Scary as It Sounds.

April 24, 2021

Shocked! Shocked! As in the classic line from the film Casablanca, the stock market somehow was…

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How to Keep Your Cool When Markets Are Sizzling

April 23, 2021

When everyone around you seems to be getting rich quick, it’s hard to control your fear of…

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Looking Back at the First Roaring Twenties

April 21, 2021

We are in a second Roaring Twenties, or so you might think, from the countless comments…

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