QUESTION: I’m going to inherit approximately $4.1 million dollars from a relative. After all taxes are paid, what is the best way to invest or spend the money? I’m a 24-year-old single woman living in the tri-state area with limited financial knowledge, $10,000 in debt, and an interest in traveling the world. While I absolutely…

EMPOWER YOUR MONEY QUESTIONS

    Tunnel Vision Approach Whatever you vividly imagine, you can achieve! Set your intentions today to accomplish a lofty goal of saving, no matter how much debt at the start of your unique financial equation. Acknowledge the road is tough, dedicate yourself now to mastery of your goal.   You First       …

QUESTION: As a new trader, I am worried about getting stuck in a trade. How do I know if I’m going to be able to sell my shares? ANSWER: Dear “New” Novice Trader, When the market in a particular stock is said to be “liquid”, the quantity of shares available to purchase is large (often trading volume of such “liquid” stocks is greater than…

Dear Wanting To Evaluate Strategies for Turning a Small Amount of Cash into a Diverse Stock Portfolio, Caution, Caution, Caution, Caution, Knowledge is Power! First obtain strong and sound and fundamental education about the markets, choose to trust someone to teach and mentor understanding about individual stock selection, acknowledge there is fluxuation in the markets, there…

Dear New Trader, When the market in a particular stock is said to be “liquid”, the quantity of shares available to purchase is large (often trading volume of such “liquid” stocks is greater than one million shares traded each day) Here, the stock can be purchased easily and more often instant execution of a sale can be anticipated. Conversely, when the market…

I am honored to provide my honest opinion to benefit your investment future.   First, there is nothing wrong with the advanced world presented to us including opportunities to invest utilizing a robo advisor automating everything that is done with our money allowing for periodic rebalancing of assets. What this amazing technology gains for us in the…