The Bull Case for the Stock Market financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Sep 14, 2022

Have we reached a stock market bottom yet? 

"Are you kidding me? After the big price drops we've seen the last few days?"

We get it. Pessimism is popular right now. But here we give you an optimist’s case for the market:

Look at the three major stock market benchmarks – the Dow...

Continue Reading...
Why 2022 is not like the 2008 Financial Crisis financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jul 12, 2022

By Jonathan Cameron, CFP®

We have not seen a prolonged stock market decline like this since 2008! The year 2022 has been an awful year in markets. You don't have to go far for the media to remind you of this every hour on the hour. But this is not 2008, of course. Here's what you need to know...

Continue Reading...
Bitcoin Part II - Inflation Hedge financial planning for entrepreneurs financial planning for young professionals May 04, 2022

By Glenn J. Downing, MBA, CFP®

I began Part I - New Asset Class with this statistic:  one in five people in the US have invested in or used cryptocurrency.  As Bitcoin becomes more widely accepted – indeed, Fidelity is offering it in 401K accounts – it is high time for...

Continue Reading...
Bitcoin Part I - New Asset Class financial planning for entrepreneurs financial planning for young professionals May 04, 2022

By Glenn J. Downing, MBA, CFP®

I was astonished to hear this statistic:  one in five people in the US have invested in or used cryptocurrency.  That means that Bitcoin is indeed a thing, and it is time for me to write about it. 

And there’s a lot to write.  I’m...

Continue Reading...
Necessary vs. Discretionary financial planning for attorneys financial planning for entrepreneurs financial planning for young professionals Sep 29, 2021

by Glenn J. Downing, MBA, CFP®

The foundation for any sort of financial planning begins with cash flow management.  Income -expenses = dollars available to be invested toward future goals.  We’ve worked with people from all walks of life who have cash flow issues, including...

Continue Reading...
IRA Rollovers: In Your Best Interest? financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jul 19, 2021

By Glenn J. Downing, MBA, CFP®

Increasing Regulatory Scrutiny

An area of increasing regulatory scrutiny is retirement plan rollovers to IRAs. This is a common transaction, and done every day, but it just might not be in your best interests.  Why?  Several factors:

Reasons Why NOT to...

Continue Reading...
Stock Options and Restricted Stock Units (RSUs) financial planning for entrepreneurs financial planning for young professionals Jul 14, 2021

By Glenn J. Downing, MBA, CFP®

What might an employer do to incentivize the workforce?  Make his employees owners.  Gives them an entirely new perspective on the job.  What employee-owned businesses do you know?  Does Southwest Airlines come to mind?  The flight...

Continue Reading...
Am I My Brother’s Keeper? financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jun 16, 2021

 By Glenn J. Downing, MBA, CFP®

You may have noticed in all CameronDowning email signatures this text:

                                      Where 5% of all revenue is donated

   ...

Continue Reading...
Fair is Where You Go to Ride Rides financial planning for attorneys financial planning for entrepreneurs financial planning for retirement financial planning for young professionals Jun 09, 2021

By Glenn J. Downing, MBA, CFP®

Child:  But Daddy – that’s not fair! 

Daddy:  Well, son, life’s not fair.  Whoever said it is lied to you.  Fair is where you go to ride rides. 

Anyone who’s ever been in one of my CFP® classes has...

Continue Reading...
Cash is Still King! (Part Two) financial planning for attorneys financial planning for entrepreneurs financial planning for young professionals Apr 19, 2021

Ah, greenbacks, lettuce, clams, or Benjamins – no matter what we call it,  cash is still king!  There are few places in the world that will not take the American dollar as payment.  I fact, I can only think of two:  inflight on American Airlines, and Uber.   

...

Continue Reading...
Cash is Still King! (Part One) financial planning for attorneys financial planning for entrepreneurs financial planning for young professionals Apr 19, 2021

Here’s a question for you, ladies.  You’re out on a first date at a restaurant with someone new.  You’re interested . . . not sure, but interested.  It’s just a date . . . let’s see how the evening goes, you think to yourself.  When it comes time...

Continue Reading...
10 Places to Get Your Hands on Some Quick Cash financial planning for attorneys financial planning for entrepreneurs financial planning for young professionals Mar 24, 2021

by Glenn J. Downing, MBA, CFP®

Everyone at some time or another needs some cash - and quickly!  The question is, have you anticipated this need and saved into it?  Or do you need to scramble?  What follows is a list of ten helpful suggestions.  

Here are 10 places to...

Continue Reading...
1 2 3 4 5 6