by Nikki Dunn, CFP® | Dec 29, 2019 | Bitcoin, Build wealth, Crypto assets, Cryptocurrencies, ICO's, Investing, Personal finance, Taxes
*Disclosure: This blog applies for United States taxes and laws only. Also, everyone’s tax situation is different. Consult with a tax professional/accountant. The end of the year is here and with that, usually comes some last-minute planning. I’ve noticed that there has been some confusion on a few things, such as if wash sale
by Nikki Dunn, CFP® | Nov 20, 2019 | Build wealth, Investing, Stock market, Stock market news
It’s been a very interesting year in the stock market as we went from recession fears to all-time-highs. I wanted to dive into some technical analysis and show you what I’m seeing in the price action right now. In today’s video, I walkthrough: How price behavior compares to this time last year Why we might
by Nikki Dunn, CFP® | Mar 15, 2019 | Build wealth, Investing, make-money, Passive income, Personal finance, Stock market
Millennial’s tend to get a bad reputation. We spend more money on avocado toast than we should (rightfully so, as it’s delicious). We also get told we job hop too much and we’re entitled. The worst reputation of all though is that millennials are afraid to invest in the stock market. So afraid, that according
by Chris Dunn | Nov 2, 2018 | Build wealth, Early Retirement, Investing, Lifestyle, Mindset, Skills
Purchasing life insurance is often one of the most beneficial financial decisions you can make for your family. With a quality life insurance policy, your family can be safely protected from the future unknown, regardless of what it may have in store. Life insurance is a financial asset that is designed to promote long-term financial
by Nikki Dunn, CFP® | Oct 31, 2018 | Build wealth, Investing, Lifestyle, Personal finance
Even if you are currently not a millionaire, if you are a financially savvy individual, then you may be looking to learn how to build a portfolio. With a solid financial portfolio, you will be able to watch your small sacrifices in the present become major gains in the future. Though the financial industry can
by Chris Dunn | Oct 19, 2018 | Build wealth, Investing, Lifestyle, Personal finance, Self-education
With seemingly countless investment options, wealth management strategies, and budgeting methods to choose from, the world of personal finance can often feel very overwhelming. Many individuals feel as if they will be unable to effectively organize their finances without the help of a licensed professional. However, for most people, this assumption is simply untrue. There