Be Wealthy & Smart

Learn my top 10 money strategies to advance your income and net worth in 2019.

In summary, here are my 10 Financial Moves for 2019:

1. Review your asset allocation

-Rebalance, diversify, adjus…

Learn about the latest ETFs that pay you to invest in them and/or charge no fees. Are they a good deal? Should you trust them with your money?

The race to lower fees continues with new ETFs being int…

Learn 3 ways to be smart with your tax refund. Thinking it through, what are the best uses to make the most progress with financial freedom?

Also, learn the one change to the Tax Cuts and Jobs Act th…

Learn why gold, silver and precious metals rise and why they may go much higher.

The jobs report was expected to be 180,000, but came in at only 20,000 new jobs created. This could have been an anoma…

Learn what the Tax Cuts and Jobs Act last minute tax breaks are available and which deductions are gone.

There are 5 last minute strategies available in 2019 for your 2018 return. The article is her…

Learn what 8 financial mistakes that commonly occur in retirement and what to watch out for.

Some common mistakes include: outliving your money, panicking in a bear market, and not outperforming infl…

Learn what to do and not to do when retiring early. "FIRE" means financial independence, retire early.

This is from someone who retired at age 38 and gives advice from her experiences. 

The article i…

Learn the 3 thematic (sector) ETFs that are leading the market and what investor sentiment is telling us.

I’m sharing two articles – one about thematic ETFs and one about stock market sentiment. 

I a…

Learn Warren Buffett's advice how to make your first million dollars.

Of course, his suggestions tailor nicely with the 6 Steps to Wealth. 

What does he think of debt? Savings? Friends? Warren has a …

Learn what gold mining ETFs have performed well and why gold is a good hedge. We explore what gold stocks and ETFs have performed well and why they may continue to do so.

Gold doesn't necessarily req…

Learn why IPO's are flooding the stock market in 2019 and why it is worrisome.

Many IPO's are scheduled for 2019 such as Uber, Levi's, Pinterest, and others. Will portfolio managers have to sell exis…

Learn about the millionaires and billionaires that are investing in gold and cannabis and what the exciting opportunities are.

In this article, it mentions the Tiger 21 investment club. They are sel…

Learn which are the best dividend ETFs and what their returns are YTD.

Some dividend ETF's pay more than the S & P 500 and two pay more than 8%.

Many dividend ETF's are even beating the broader marke…

Learn which towns have the highest average income and where they are located.

It's interesting to be aware of where the wealthy choose to live and why. Location, school districts and corporate headqu…

Learn the new laws proposed to legalize cannabis on the federal level.

There are three bills proposed by Oregon representatives to legalize cannabis and treat it like alcohol and tobacco. This is ver…

Learn how to master investor sentiment when investing in the stock market.

The January barometer is one of many indicators we use for stock market investing. 

If the first 5 days of January are green…

Learn 8 things to do with your tax refund that are smart financial moves.

INTERESTED IN THE VIP EXPERIENCE?

In this monthly LIVE webinar with Linda, you’ll learn:

• Where you to invest right now to pr…

Learn the best performing ETF's YTD in US Diversified Stocks, Foreign Stocks and ETFs with the largest assets.

I discuss asset allocation models and give commentary to the charts so that you can find…

Learn the top 10 Sector ETF's year-to-date in 2019. These are short-term numbers, but definitely are off to a strong start. You'll also be surprised which of our ETF's were #1 and #3 last week.

I als…

Learn about real estate trends and Millennial challenges with author Ilyce Glink. We discuss long-term affordability trends in real estate, how to get creative buying homes and suggestions for first …