by Savvysite | Jun 26, 2018 | Financial Planning, Investing, SWWM, The Savvy Minute
“What’s the difference between a Financial Planner and a Financial Advisor?” A Financial Advisor is a professional who helps manage your money. Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners,...
by Savvysite | May 30, 2018 | Investing, SWWM, The Savvy Minute
Today’s tip will cover “What is a Diversified Portfolio?” A diversified portfolio should be diversified between asset classes such as stocks, bonds, and cash alternatives to name a few. And to take it a step further, a diversified portfolio should be diversified...
by Savvysite | May 3, 2018 | Investing, SWWM, The Savvy Minute
“What is Diversification?” Diversification is an investment principle designed to help manage risk. The key to being diversified is to identify investments that may perform differently under various market conditions. By allocating your money among various types of...
by Savvysite | Mar 7, 2018 | Investing, Retirement Planning
Today’s Financial Planning tip will cover “What is a Roth IRA?” A Roth IRA, is an Individual Retirement Account used by individuals to save for retirement with after tax income that grows tax free and distributions are tax free. However, there are certain rules and...
by Savvysite | Nov 2, 2017 | Investing, SWWM, The Savvy Minute
Today’s tip will cover “What are investment decisions based on?” There are several factors that you should consider before making investment decisions. A few factors to consider but are not limited to 1) take an honest look at your current situation 2) consider your...
by Savvysite | Oct 23, 2017 | Investing, SWWM
When a company pays you a certain amount of cash per share that you own, that’s a dividend. You can find investments that pay dividends by investing in dividend paying stocks, mutual funds that have a dividend strategy objective or even ETFs also known as Exchange...
