Author: Financial Advisor
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2025 December: It is time to rebalance Google stock
*** if you are heavily invested After years of tracking the Nasdaq 100 index (QQQ), Google has nearly doubled its performance. If you are heavily invested in Google and want to lock in these gains while moving toward a more secure retirement, now is an ideal time to take action. Consider rebalancing by arranging an…
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Financial basics. Definitions and labels
Investments Investment is a way to grow your money by lending it to a business. As the business expands and earns more, your investment increases in value. Ideally, investments never lose money and consistently generate returns higher than the initial amount invested.Historically, investing was a privilege reserved for the wealthy, requiring a broker to purchase…
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“Do You Really Love Your Job?”
Some people say they love their job. (While many others secretly count the days until Friday, but this is different story) Here’s a quick thought experiment for the first group. Imagine I make you an offer:You’ll never have to worry about money again.From today until the end of your life, everything you need is fully…
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Roth IRA and Roth 401K – start now
The thing is big. Especially if you are young and poor. You only allowed to put 7K/year per person to Roth IRA and only if you earn not a lot. And this is for a reason. It is so great that rich people would flood this account with money if given a chance. So do…