Tag Archives | finance

independentinvestmentadvisor-2

F is for Favor a Fiduciary Advisor and See What We Offer

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E is for Expecting to find Money in an Empty Wallet?

In today’s world, we may not always find cash in our wallets, but most of us are always carrying a debit card and some credit cards in our wallets. This practice allows us to spend our money, “cash or no cash,” quite easily. But knowing how much, how often and where we are spending our […]

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A is for Avoid the Pink Tax

A is for Angry about the Pink Tax – Avoid it!

The “pink tax” is higher price tags directed to an entire gender, the same gender that struggles with the gender pay gap. It doesn’t seem fair that full time working women, whom in 2013 made only 78 cent for every dollar their male counterparts made, are often subjected to pay more for the “women’s” version […]

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Divorce Issues to Consider

Z is for ZFA’s Divorce Issues to Consider

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Internet of Things Concept

T is for Tell me what does Internet of “Things” (IoT) mean exactly?

  “The Internet of things has the potential to change the world, just as the internet did. Maybe even more so.” — Kevin Ashton The Internet of Things or “IoT” is a phrase that describes the merging of connected devices and applications which participate together on the internet. All of these connected devices are being […]

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Risk vs. Volatility

R is for Risk vs. Volatility

Let’s take a look: What do volatility and risk mean in terms of your investments? Volatility – is when trading prices for a given security or market index fluctuate  up or down, indicating uncertainty or risk in the amount of change in a security’s value. In other words,  securities may go up and down in […]

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learn to prioritize

Q is for Questioning Your Financial Priorities

Figuring out your financial priorities may be trickier than you think. Obviously, you need to have enough to cover your basic needs – food, a place to sleep, and clothes. But where do you go from there? What do you need to spend your money on, and what do you want to spend your money […]

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advisor views 401k

AZ Asks Advisor Views

        A feature from Ann Zuraw, Zuraw Financial Advisors Advisor Views offers timely investment news and market updates designed to keep you informed, while enhancing your overall investment   Your 401(k) Plan: A First Step in Planning for Your FutureOriginally created as a means to supplement company sponsored pension plans, definedcontribution plans, […]

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E is for Ethical Investing

E is for Ethical Investing – a socially responsible approach to investing.

  In a world filled with ongoing social and enviornmental challenges it makes sense that today’s investors want more than monetary gains on their investments.  Many are choosing to invest in Socially Responsible Invesing (SRI), where money investments reflect  personal, political and societal views. This concept has been around for a long time but over […]

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Blackboard concept for leaving your comfort zone behind and moving in to the real life

C is for Choose to Challenge your Comfort Zone

“Dare to learn, to be different, to set your goals, to move out of your comfort zone, to be persistent.” ~ Unknown Your comfort zone is a space that provides you with a feeling of safety. It’s where you seek patterns of the familiar and try your best to exclude anything uncomfortable. Staying in your […]

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