by Jeffrey Barnett | Nov 29, 2023 | Uncategorized
🚀 The Magnificent Seven – Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), Tesla (TSLA), and Nvidia (NVDA) – have delivered a whopping 80% gain this year. These stocks have played a pivotal role in driving the rise of the...
by Jeffrey Barnett | Oct 31, 2023 | Uncategorized
For long-term investors, understanding what can and cannot be controlled is crucial for financial success and peace of mind. While every investor may want to predict market movements, experience teaches us that it’s a challenging task. Optimal Approach The...
by Jeffrey Barnett | May 22, 2023 | Uncategorized
Choosing the right financial adviser who can best meet your needs is a crucial decision. Recognizing how hard it can be to tell the difference among providers, this guide describes what to look for and how to make an informed choice. What to Look For When selecting a...
by Jeffrey Barnett | May 21, 2023 | Uncategorized
Health Savings Accounts: A Comprehensive Guide for 2023 Health Savings Accounts (HSAs) have become an increasingly popular tool for individuals and families to save for future medical expenses while reaping significant tax benefits. As we move into 2023, it’s...
by Jeffrey Barnett | May 14, 2023 | Uncategorized
Introduction Investors seeking long-term growth and income have long turned to dividend-paying stocks as a cornerstone of their portfolios. Dividends, which are payments made by companies to their shareholders as a portion of their earnings, have been an essential...
