- All
- 30 Lessons on Leadership
- 529 Planning
- Book Summaries
- Corporate Executives
- Entrepreneurs
- Factor-Based Investing
- Faith
- Family
- Featured
- Finance
- Financial Freedom Tips
- Fitness
- Friends
- Graduate Level Investing
- Investing In 12 Pictures
- Leadership
- Monday Morning Motivation
- Newsletters
- Podcasts
- Quarterly Market Reviews
- Ten Lessons
- The Fearless Advisor
- Updates at F5 Financial
- Video
Got a Bonus? Save Half!
Today I share the best way to celebrate and enjoy the blessings of your bonus: Save half! Or as they say, “When times are good, put some hay in the barn.”
Perspectives on Dividend Investing
Should you focus on dividends when selecting equities? Read on to hear F5 Financial’s perspective.
Retirement! Tax-Deferred vs.Tax-Free
Which accounts are better for your retirement? Today, a quick overview of tax-deferred vs. tax-free! Learn about how taxes and contributions work for each.
Monday Morning Motivation – Problem
Can you fully define the biggest problem you are now facing in your life?
Quarterly Market Review – Fourth Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct – December 2019. (Includes the 2019 Annual Review)
How to Get Goals Back on Track
What do you do when you realize you’ve lost focus? Not making progress on your goals? Here we offer some solid advice for getting those goals back on track!