Investing Archives - Page 8 of 9 - B.E.S.T. Wealth Management

Financial Planning at its B.E.S.T.

Category: Investing

My Thoughts on Greece and Puerto Rico

If you’ve watched or read the news lately then undoubtedly you’ve heard about the issues facing Greece and Puerto Rico. The bottom line is that

July 8, 2015 No Comments

Diversification

Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately? If so, let me ease

June 3, 2015 2 Comments

SEP IRA vs Solo 401k

If you can relate to any of the following scenarios then this blog post is for you: You are a one (or multiple) owner company

January 12, 2015 No Comments

The Annuity Nightmare

Have you ever had the thought, “Should I buy an annuity?” If so, you’ll appreciate this actual client story. A client of ours purchased an annuity

January 12, 2015 No Comments

4 Secret Benefits of Setting Up a 401k

As a business owner you have a tremendous opportunity that your employees do not have. You have the ability to set up a 401k plan. Employees

January 12, 2015 No Comments

Should You Set Up A Small Business 401k?

401k plans are a great tool for small business owners to achieve their retirement goals. But let’s not put the cart before the horse. The

January 9, 2015 No Comments

Should You Invest Outside Your Business?

A while back, I wrote a blog titled Retirement Tips for Small Business Owners. One aspect of that blog revolved around business owners depending on

January 9, 2015 No Comments

Bigger Is Not Always Better – Part I

We’re all familiar with the Walmart model that promises everyday low prices. Walmart, along with other big box stores have pushed many a small business

January 9, 2015 No Comments

Tax Efficient Investing

Tax efficient investing is likely something that has crossed your mind. After all, who doesn’t want to save money in taxes. There are two strategies

November 11, 2013 No Comments

Is Gold A Good Investment ???

Over the last five or six years we have fielded several questions about gold. Should gold be the place to invest due to our devalued

September 25, 2013 No Comments

Active vs Passive Investing – Do You Know The Difference?

Recently I blogged about the importance of no longer using Mutual Funds. One of the reasons for making this bold statement is that Mutual Funds

April 9, 2013 No Comments

What Is Comprehensive Financial Planning?

You may have heard the term “comprehensive financial planning” being thrown around, but what exactly does it mean? Comprehensive Financial Planning, also referred to as

October 17, 2012 No Comments

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Financial Planning at its B.E.S.T.

Category: Investing

My Thoughts on Greece and Puerto Rico

Diversification

SEP IRA vs Solo 401k

The Annuity Nightmare

4 Secret Benefits of Setting Up a 401k

Should You Set Up A Small Business 401k?

Should You Invest Outside Your Business?

Bigger Is Not Always Better – Part I

Tax Efficient Investing

Is Gold A Good Investment ???

Active vs Passive Investing – Do You Know The Difference?

What Is Comprehensive Financial Planning?

Our Mission

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15 vs 30 Year Mortgage Revisited

Are ESPPs better than HSAs?

HSAs are One of the Most Powerful Investment Vehicles in the U.S.

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