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Finance Jobs

My wife and I live “an average life” in the Bay Area, earning $320,000. Last year we bought a house for $200,000 more than asked – now we don’t want to live there. Should we get help from a professional?

Getty Images/iStockphoto Question: I fell victim to FOMO during the housing market craze and bought a house for $200,000 above the asking price. Now house prices are coming back to…

0 Comments
January 3, 2023
Finance Jobs

My wife and I live “an average life” in the Bay Area, earning $320,000. Last year we bought a house for $200,000 more than asked – now we don’t want to live there. Should we get help from a professional?

Getty Images/iStockphoto Question: I fell victim to FOMO during the housing market craze and bought a house for $200,000 above the asking price. Now house prices are coming back to…

0 Comments
January 3, 2023
Analyst Jobs

Mark Cuban has repeatedly given this simple money advice – and it’s more lucrative to do so now than it has been in over a decade

Mark Cuban, host of billionaire Shark Tank Getty Images for Vox Media Billionaire Mark Cuban believes in saving for emergencies. In 2017, Cuban told Vanity Fair, "If you don't like…

0 Comments
October 3, 2022
Analyst Jobs

Mark Cuban has repeatedly given this simple money advice – and it’s more lucrative to do so now than it has been in over a decade

Mark Cuban, host of billionaire Shark Tank Getty Images for Vox Media Billionaire Mark Cuban believes in saving for emergencies. In 2017, Cuban told Vanity Fair, "If you don't like…

0 Comments
October 3, 2022
Read more about the article I hired a financial planner, but he’s already lost $70,000.  What should I do?
Finance Jobs

I hired a financial planner, but he’s already lost $70,000. What should I do?

Is a significant loss a reason to abandon your financial planner? Getty Images/iStockphoto By ALISA WOLFSON Question: I recently consolidated my superannuation and my 401(k) into one account, managed by…

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August 5, 2022
Read more about the article “I’ve seen my accounts drop 22%.”  My financial advisor has generally “done well”, but I now feel like he is not making enough adjustments in this tough market as I am losing “large amounts” of money.  What is my move?
Finance Jobs

“I’ve seen my accounts drop 22%.” My financial advisor has generally “done well”, but I now feel like he is not making enough adjustments in this tough market as I am losing “large amounts” of money. What is my move?

How to know if your financial advisor is doing a good job. Getty Images/iStockphoto Question: I had a financial advisor with a national firm for over a decade. We did…

0 Comments
August 2, 2022
Read more about the article Ask the advisors: I am 40 years old, I am married and I have 2 children.  How aggressively should I invest my money right now and should I own crypto?  Here’s what 5 financial advisors told him to do right now.
Finance Jobs

Ask the advisors: I am 40 years old, I am married and I have 2 children. How aggressively should I invest my money right now and should I own crypto? Here’s what 5 financial advisors told him to do right now.

Should crypto be part of your overall investment strategy? Getty Images/iStockphoto Question: I am 40 years old, I am married, I have two children and I exercise a paid activity.…

0 Comments
July 23, 2022
Read more about the article My financial adviser mainly opts for index funds.  Is it worth what I’m paying it?
Finance Jobs

My financial adviser mainly opts for index funds. Is it worth what I’m paying it?

Is your financial advisor worth the money you pay them? Let this guide help you find out! Question: If a manager is just putting my money into index funds that…

2 Comments
July 5, 2022

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