Investment management, estate planning, tax strategy, retirement planning — all of these aspects of financial planning can be difficult to comprehend. The good news is, you don’t need to be an expert.
One way Josh makes financial planning simple is through illustrative analogies that help explanations stick. His relatable descriptions of key components of investing help make the topics more understandable for anyone looking for clarity in an industry that is confusing to many.
When there is volatility in the market, particularly in response to big economic changes in the news, it can be scary. Professionals like those at Nest Financial view this as normal and see them as moments for opportunity. It is important to separate the stock...
Investing is like playing with a Yoyo in an elevator. The yoyo is going up and down. The inexperienced investors are looking at the Yoyo. The more experienced investors are watching what floor they are on... Nest Financial understands how many stops the elevator...
Think of a portfolio like the toppings on a supreme pizza. The toppings represent the various categories of the market. For example, cheese might be the biggest, most reliable companies in the U.S.; pepperoni might be energy stocks; sausage might be technology;...
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