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The Psychology of Investing
Keeping calm amid market turbulence. Join us on this webinar to discuss: What behaviors to watch out for. The impact they can have on your wealth. How to minimize the impact of emotions on your investments. Reach your financial goals with your mind at ease. At the end of the seminar, you will learn about: […]
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Interest Rates: It’s a Question of Time
Remember Depeche Mode? You know the 80’s New Wave band? They blasted through the US charts. One of their iconic album’s was called “Black Celebration”. This album was a sensation. One particular song of interest from the album was “A Question of Time”. Lyrics: It’s just a question of timeAnd it’s running out for youIt […]
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Mistakes Federal & City Employees Make Before Retirement
Big government agencies, cities and municipalities are becoming larger and financially unsustainable. Many jobs performed by humans are being eliminated. As an employee of a government entity, it’s important to insulate your retirement against the impending robot revolution. Here are 4 common mistakes before retirement to avoid: # 1 – Pension Equals Security The most […]
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Top 401k to IRA Rollover Mistakes to Avoid
Every year people do spring cleaning at their homes. The cleaning is to sort, organize, get rid of things, and sometimes repair old items. Just like your house, financial portfolio reviews need to be done periodically. Although they are reviewed, there are common 401k to IRA rollover mistakes to avoid. Accumulating 401k’s The days of […]
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Are All Fiduciary Financial Advisors Equal?
In the 80’s Smith Barney a very large financial investment firm used to run TV commercial advertisements that were targeted toward savers and small business owners. The commercials would have an older gentleman saying, “We earn money the old fashion way, we earrrn it!”. Its a very iconic commercial because it portrays to investors that […]
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Big Bank Financial Inclusion Myth
Big banks jump on the latest trends with the term “financial inclusion” for the masses. But, is financial inclusion from big banks a myth? Recent news from Wells Fargo shows quite the opposite of inclusion from Wells Fargo by eliminating revolving lines of credit of users borrowing $3,000 to $100,000. Although this is financial exclusion, […]
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The Importance of Crypto in Portfolios
We are now seeing how important crypto is within portfolios. Being a non-correlated asset, crypto investment vehicles are being created by major financial institutions. Guggenheim is registering with the SEC a new fund for financial advisors and asset managers. Cryptocurrency, Digital Assets, or Virtual Currency Investments. The Fund may seek investment exposure to cryptocurrency (notably, […]
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Treveri Capital Comment on Digital Crypto Assets
Regulators are looking at crypto assets very closely for 2021. Treveri Capital LLC submitted comments to FinCEN- Requirements for Certain Transactions Involving Convertible Virtual Currency or Digital Assets and response HERE. We also submitted comments to the SEC- Custody of Digital Asset Securities by Special Purpose Broker Dealers and response HERE. With Treveri Capital’s insight […]
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Cyber Criminals & Holidays
Because of COVID-19, we have seen an increase in cyber crimes. The holidays are here which is a perfect time for cyber criminals. It’s a perfect time because more people are working from home using their personal electronic devices and shopping online. Every day precautions should be made to help minimize cyber crimes. A recent […]
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COVID-19 & Teacher 403B Retirement Savings
I was doing my normal daily routine of looking at news and emails this morning when I came across a Reddit post about a teacher that resigned. The teacher had asthma and a partner with heart issues. The school was unwilling to work with the teachers need for telecommuting. So, the teacher resigned. Where’s the […]
Guided Financial Empowerment