I can pretty much assure you that there is a distance between the life you live now and the life you dream of. In this series, you’ve learned to define your starting point, define your end goal and measure what you…
Here is part 4 in our Basics of Finance Video Series on Mutual Funds. What is a mutual fund? What are the different types of mutual funds? How do mutual funds work? Sound Financial Group President (now CEO) Paul Adams shares the…
Now that you know what kind of lifestyle you seek and what it takes to get there, it’s time to figure out a protection plan. This is something you won’t hear in a TED Talk or by any get-rich-quick schemers….
Here is part 3 in our Basics of Finance Video Series on Bonds. What are bonds? Who issues them? What do you get for your investment? What is the risk of the bond? Sound Financial Group President (now CEO) Paul Adams shares the…
I can pretty much assure you that there is a distance between the life you live now and the life you dream of. In this series, you’ve learned to define your starting point, define your end goal and measure what…
Here is part 2 in our Basics of Finance Video Series on Stocks. What are they, how do they work, is it different from an equity? Sound Financial Group President (now CEO) Paul Adams shares the answers to some frequently…
