Entries by jbergner

Are you taking too much risk?

Are you concerned that your portfolio is taking too much risk?  Or that your investments are positioned so conservatively that your money has little or no chance to grow? The dilemma is real. Just look at the historical fluctuations from 2000 to 2015 in the graph below. 1Sources: Yahoo! Finance GSPC Historical Prices and StandardAndPoors.com. […]

Creating Tax Efficient Cash Flow

Investors are usually quite eager to learn about the next big investment opportunity out there to increase their total portfolio return, however, they are often less enthusiastic about making an effort to minimize their tax bite. There’s money to be made by taking advantage of tax avoidance strategies. So that you don’t overlook any opportunities for improving your bottom line, here are a few simple tax principles that can help save you money.

Five Weird Questions to Determine Life Purpose

Five Weird Questions to Determine Life Purpose What’s your life purpose and are you pursuing it? Your true purpose is a “calling” that will most likely reflect your unique set of gifts, talents, abilities, passions, personality traits, and life experiences. It can be a career calling (like motivational speaker or emergency room doctor) or it could be […]