Investment Strategy #1: Work with a plan It’s important to remember that a winning investment strategy doesn’t consist of buying what’s hot each year, what’s written up in a magazine or what your broker recommends. Instead, you need to keep a firm watch over your investment portfolio. At least once a year, you do a thorough portfolio review. December, when...

Investment Strategy #2: Don’t bank too much on banks There’s nothing wrong with bank savings accounts or money market accounts. They’re handy places to keep spare cash; it’s safe money that you can get at quickly, in case of an emergency. Beyond that, though, your money should be invested in higher payout investments. Connect with us today to discuss what...

Investment Strategy #3: Invest in stocks, bonds, and money market instruments Did you know that picking individual stocks or bonds is not easy? If you’re not a full-time investment analyst, you’ll wind up making mistakes through ignorance. Therefore, investors are better off putting their money into no-load mutual funds. You can make money in individual stocks...

As a new, small business owner, it’s so important for you to understand the importance of cash flow and to learn which strategies will help you improve it within your business. To assist you in this process, we have created a short – but simple – checklist to help you maximize your business’ cash flow. So – as you go through the list, make...

It’s so important – as you embark on your journey into small business ownership – that you determine your business’ break-even point, along with the number of sales necessary to become a profitable enterprise. This is because, in addition to the tax benefits and personal satisfaction afforded by owning your own business, you are – ultimately...