Walkner Condon Financial Advisors
SEPTEMBER 2, 2022
There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. However, there is one account that we haven’t covered before and doesn’t get a lot of attention when considering the alphabet soup of account types – an ABLE account.
Carson Wealth
FEBRUARY 12, 2024
What a ride it has been, but investors were once again rewarded for sticking to their investment plans. Over the six years from 2014 to 2019, forward capex rose 22%. The S&P 500 closed above 5,000 on Friday for the first time in history. equities in particular.
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Brown Advisory
FEBRUARY 23, 2021
In the fall (autumn for you Brits) of 2014, I thought I knew what the next few years of my life would look like. After all, I’ve spent my career helping people build and execute sensible, long-term investment plans. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S.,
Brown Advisory
FEBRUARY 23, 2021
In the fall (autumn for you Brits) of 2014, I thought I knew what the next few years of my life would look like. After all, I’ve spent my career helping people build and execute sensible, long-term investment plans. Whether you plan to spend a few years, a few decades, or the rest of your life outside the U.S.,
Good Financial Cents
OCTOBER 17, 2022
Traditional online brokerages were once intimidating to the rookie investor, so many flocked to Robinhood when the mobile-only brokerage announced new, revolutionary features in late 2014. To sweeten the deal, Robinhood didn’t require account minimums, so even investors with limited capital could start investing.
Good Financial Cents
APRIL 10, 2023
A good example of this is Warren Buffet, who still lives in the home he bought in 1958 and drives a 2014 Cadillac XTS. Ultimately, that’s why many wealthy people don’t drive fancy cars or live in huge homes. Instead of spending their extra money, they put their money to work. Ads by Money.
Brown Advisory
MARCH 30, 2020
In other cases—especially during periods of market stress—we may need to focus more on market-based liquidity —in other words, whether investors can, if they need to sell for any reason, quickly find buyers for an asset and expect a fair price (and whether adverse market circumstances might cause an investment’s theoretical liquidity to dry up).
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