Peter Newman, CFAMar 11, 20215 minFinancial PlanningGrow Wealthy with Compounded ReturnsDuring your 40’s, sock away as much cash as possible in savings and investment accounts gives you time for compounded returns.
Peter Newman, CFAMar 4, 20214 minFinancial PlanningInvest in Your Story: 7 Accounts to Optimize SavingA long term investment strategy is a plan for your future. It aligns with the chapters of your memoir yet to be lived.
Peter Newman, CFAFeb 18, 20217 minHealth & WellnessHealth as an InvestmentStart simple but be consistent.
Peter Newman, CFADec 17, 20203 minInvestment StrategySilver Lining for your IRA: Roth ConversionIf your traditional IRA account has declined, converting the account to a Roth now will minimize your tax hit.