Investment Management

The 80/20 Rule of Thumb for Retirement

The 80/20 rule, or the Pareto Principle, is widely used in business and economics. It manifests that 80% of outcomes result from 20% of causes. Read our blog and learn how you can apply it for an early and wealthy retirement.

Author
Christopher K. Winn
Feb, 23 2023 · Financial Planning
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Warren Buffet’s 90/10 Rule for Retirement: Is It the Most Effective Tactic for Retirees?

Many financial experts herald the 90/10 rule as an excellent investment strategy for retirees, especially if they want to generate higher yields in long-term portfolios. But still, even with this rule in the public’s domain, 80% of households with retirees still struggle with financial challenges.  Could it be because pre-retirees don’t understand the basics of…

Author
Christopher K. Winn
Dec, 27 2022 · General
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What Are the I-Bonds and Why Should You Invest? A Complete Guide on Series I US Saving Bonds

What are i-bonds and is it worth investing your funds? What are the current rates? When do series i-bonds mature? Learn everything about series I bonds in our blog!

Author
Christopher K. Winn
Oct, 31 2022 · All articles
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Your Investments versus This Recession – Free Toolkit on How to Battle and Win

Imagine this… There’s a burglary in your neighborhood (not your house fortunately), but you have a 2-week trip planned and no one will be home. What do you do to protect your home while you’re away? Do you take precautionary measures? Talk to neighbors and ask them to keep an eye on your house? Maybe…

Author
Christopher K. Winn
May, 22 2020 · All articles
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Your Investment Health Might Depend on THIS!

Do you put sunscreen on after you get sunburned? Click on your seatbelt moments before a crash? Go shopping for a fire extinguisher as an oil fire blazes in your kitchen? Accidents are sudden. They can come out of nowhere — just like market volatility and downturns. Sometimes there are predictors. Other times there aren’t. We are either prepared…

Author
Christopher K. Winn
Apr, 03 2020 · All articles
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