Financial Swagger

Financial Swagger

Do you have financial swagger? In the past nine episodes of the Charisse Says series on Modest Money you have become the CEO of your money, learned how the stock market works and why company earning matter when you are investing, received all of the tools to research and pick a financial advisor, been taught how to refinance your student loans, gotten familiar with mutual funds … [Read more...]

Ready. Set. Refi.

Ready. Set. Refi.

Got student loan debt from undergrad, graduate school, or both? If your answer is yes, then the next video in the Charisse Says series on Modest Money, “Ready. Set. Refi.”, is for you. It is nearly impossible to do all of the investing we have discussed in earlier blogs and episodes if you are in a significant amount of debt. So, I want to arm you with at least one solution to … [Read more...]

Computer Lovin’

Computer Lovin’

After following the Charisse Says series on Modest Money, you are now equipped with the tools you need to start investing. But what if you don’t want to pay the high fees of a financial advisor or broker that typically come with investing?  In that case you should be using automated investing or “Robo Advisors”, which have become all the rage in the broader financial services … [Read more...]

Jump On It: Mutual Funds and Exchange Traded Funds

Jump On It: Mutual Funds and Exchange Traded Funds

Do you know the difference between mutual funds and Exchange Traded Funds (or ETFs)? If not, this next video in the Charisse Says series on Modest Money is for you. In the video, “Jump On It: Mutual Funds and ETFs”, I explain the basics of mutual funds and ETFs and why they are an important part of your investment portfolio. Jumping on an opportunity with mutual funds and/or … [Read more...]

Trading Secrets Revealed

Trading Secrets Revealed

In the last video in the Charisse Says series via Modest Money, “Why Company Earnings Matter”, I discussed why you should pay attention to company earnings when you are investing money and what this information tells you about the company’s stock value. Now that you have got that down, I want to talk about brokerage firms! In the video below, “Trading Secrets Revealed”, I … [Read more...]

Why Company Earnings Matter

Why Company Earnings Matter

If you have been following the Charisse Says series via Modest Money, you have learned how to take over a position of power over your money, why you need a financial advisor to grow your wealth, how to find the right one for you, and how the stock market works. In the next video in the series, “Why Company Earnings Matter,” I cover 3 things that are very important when you are … [Read more...]

Why You Should Date Your Financial Advisor

Why You Should Date Your Financial Advisor

In my last post, “Demystifying Financial Advisors”, I talked about why it is a good idea to get a financial advisor, what types of advisors are available to you, and how much they cost. In the next video in the series, I discuss how you can find the right financial advisor for you and your current financial state. I believe the best way to do this is to date your financial … [Read more...]

Demystifying Financial Advisors

Demystifying Financial Advisors

When I was working at JPMorgan Asset Management several years ago, I once ran into LL Cool J in the elevator. He was at the bank because he was one of our clients. Running into a celebrity at my job had me on cloud 9 for about a month (and what female wouldn’t be after running into LL)! But, my interaction with LL left a lasting impression on me. I realized that when it … [Read more...]

Taking It to the Next Level

Taking It to the Next Level

I have named 2016 as the Year of ACTION! In order to do the things and be the person you want, you must ACT. And, when it comes to having the life you want, having the monetary resources to execute is key. I want you to imagine what you want for yourself at the end of 2016, and work backwards to figure out how you will get it. If you want more money to start (or re-invest) … [Read more...]

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