Tag: financial advisor san ramon
Impulse Buying And It’s Negative Impact On Financial Health
“Recent industry research shows that impulse buying accounts for between 40% and 80% of purchases.” Picture this- you’re out with your friends at the mall and want to treat yourself. You start making a few […]
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10 Questions To Ask A Financial Advisor In Volatile Markets
As a financial advisor, I’ve seen clients come in with a wide variety of investment ideas. Some want to play it safe by investing primarily in low-risk bonds, while others want to take on more […]
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How To Potentially Profit From Inflation: 4 Investment Options
Most Americans feel like they’ve been walking through a thick inflation fog with no ability to see beyond the moment. From gas and vehicles to groceries and lumber, you have been feeling the pressure of […]
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Why Millennials And Gen Zers Should Invest In A Roth IRA
Granted, you may have a 12-second attention span (and there’s no shame in this), but it’s vital to become aware of what you need if you prefer to focus elsewhere. Your financial wellness is one […]
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8 Golden Financial Planning Rules for Millennials
Sadly, some people have to learn about managing their finances the hard way. Many millennials learn about using credit cards after they are thousands of dollars deep into debt. We don’t want that to be […]
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4 Survival Strategies For High Inflationary Times
Inflation affects not just your pocketbook, but the way you manage your financial planning. As inflation increases, it can squeeze your income and take a bigger chunk out of your savings. Financial planning during times […]
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4 Ways Millennials Can Creatively Budget To Fight Inflation
Much attention has been focused on the millennials in recent years, specifically on their new-age hardships and criticisms from baby boomers. If you were born in the 80s or 90s, you’re a member of this […]
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Inflation And Investing: Why A Financial Plan Matters
As a humble financial advisor in the San Ramon area, it’s my job to tell you that it’s a fact of life that inflation is part of the human experiences we know it. Historically, it […]
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How To Prepare For Hyperinflation
The world has seen many economic crises, such as the Great Depression, the 2008 Housing Crisis, and the 2000 Dot-Com Bubble Burst. These events were unexpected but hugely impacted the economy for years afterward. Another […]
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Why Buying A Home Is A Smart Investment For Millennials
The benefits of buying a home are plentiful, as it’s one of the most important financial decisions you’ll make in your life. And while it’s not always easy, especially in a volatile market, it’s certainly […]
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