Uncategorized

Investment manager seriously analyzes a financial reports and writing on notebook on wooden table at office

Everything You Need to Know About Investment Management

Managing your own investments is a significant undertaking. Even when your portfolio is small, keeping it balanced and diversified can feel like a full-time job. Plus, as your assets grow and you accumulate wealth, investment decisions become more complex and present greater risk. When your net worth reaches the million dollar mark, properly managing your …

Everything You Need to Know About Investment Management Read More »

Senior couple on beach enjoying retirement

How a Financial Advisor Can Help You Transition to Retirement

Retirement is a big deal. It’s what you work toward your entire life. So when you reach retirement age, you don’t want to worry about having enough money to leave your career behind. At Metanoia Financial, we help so many clients with planning and transitioning to retirement, that we decided to write this blog about …

How a Financial Advisor Can Help You Transition to Retirement Read More »

Positive smiling aged couple sitting at the table and browsing the web while having a pleasant talk about financial planning

5 Tips Proven to Help You Stop Worrying About Money and Plan for Your Future

It’s normal to stress about money — even if you’ve managed to earn a lot of it. Making a good living doesn’t take away all of your money worries. In fact, it seems like it just makes the stakes higher and the decisions more complicated. Now you have more investments and more expenses to track. …

5 Tips Proven to Help You Stop Worrying About Money and Plan for Your Future Read More »

Senior couple looking with binoculars while hiking in the forest. Concept of an active lifestyle on retirement

Everything You Need to Know to Retire with Confidence

What emotions go through your head when you think about retirement? For many people, retirement piques their anxiety. They’re all too aware that retirement is the biggest financial decision of their lives and they dread it with flashes of worry and regret.  And it’s not just naive individuals that feel this way; retirement intimidates savvy …

Everything You Need to Know to Retire with Confidence Read More »

Business personal debate about finance budget in paperwork.

Fiduciary vs. Broker

The world of finance can be confusing. That’s why many people seek expert advice before making major decisions. Whether you’re putting money into the stock market, planning for retirement, or purchasing a life insurance policy, finding the right help can give you peace of mind. Two common professionals in the finance/insurance world are fiduciaries and …

Fiduciary vs. Broker Read More »

Investment stock market Entrepreneur Business Man using Phone discussing and analysis finance market graph stock market trading,stock chart concept

Why Stock Market Valuations Aren’t That High and Why You Should Ignore Them Anyway

I read an interesting article by Dr. Jeremy Siegel in the May/June edition of the Financial Analysts Journal.  I think there are two important takeaways to consider for all investors: 1) The stock market might not be as overvalued as every news media source would have you believe 2) Even if the stock market is overvalued, …

Why Stock Market Valuations Aren’t That High and Why You Should Ignore Them Anyway Read More »