Year-End Financial Planning Checklist - 2023
In this blog, we'll review the TOP 10 financial planning items you should consider before 2023 comes to a close.
Welcome to our NCM BLOG page where we will address timely investment and financial planning topics...
In this blog, we'll review the TOP 10 financial planning items you should consider before 2023 comes to a close.
In this blog, we list the top 4 investments we think most investors should AVOID. While we favor uncomplicated and low-cost investing strategies, there are other investments---even some which we may not use in our own practice--that we still recognize as being useful. However, there are far more others that we feel are too costly, too complicated and, ultimately, unsuitable for the average investor.
Sometimes in life we learn best from our mistakes, but you don’t want to learn what could be a very hard (and even very expensive) lesson from mistakes made during your estate planning process. In this blog, we will cover the importance of creating an estate plan, the essential estate planning documents as well as some estate planning pitfalls.
As we have written about many times, options trading is exploding on Wall Street and, unsurprisingly, Wall Street is finding fresh ways to capitalize on this frenzy. One particular product becoming extremely popular is called “0DTE” options; that is, options that have zero days to expiration….
It is important that we care for ourselves when it comes to our health, but what lessons can be applied to both our physical and financial wellbeing? Read more for some important considerations…
One by one, economists are pulling their recession forecasts; market gurus are now increasing their price targets on tech stocks, and investors are dumping utilities and consumer staples and piling into tech stocks……Never underestimate the power and risk of groupthink on Wall Street!