Investing advisor chandler AZ

The Most Important Investing Factor

IRA, ETF, 401K, pre-tax, post-tax. For many when you are just beginning your financial journey as a young adult many of these terms can seem confusing and overwhelming. That is why Lauren breaks down how one simple step can resolve all your anxiety! Just save money…..period!

investing financial plan Chandler Arizona

Take a Systematic Approach to Long-Term Investing

While market declines, corrections and downturns can be disheartening, they can also be opportunities for investors with workplace retirement plan accounts, IRAs or any long-term investment programs that use dollar-cost averaging. Dollar-cost averaging is a method of investing a fixed amount of money at regular intervals. It works the same for everyone, regardless of investment experience. Down markets can actually …

Do You Consider Taxes as You Invest?

A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk taking an eye off taxes. A focus on tax efficiency could help you improve the effective yield of your portfolio. You can try to cut or delay taxes linked to investing. Consider placing the most tax-efficient investments you have in …