We hope you enjoy the free educational links and downloads below and remember the three keys to creating a comfortable retirement are in your control.
1. Patience- not everything can be bought today, and using the time value of money principle can make your future bright.
2. Discipline- see the big picture, understand your WHY?
3. Scarcity- treat money as scarce and define your families wants vs. needs,
Investment Tip:
TIME-DISCIPLINE, CONSISTENCY, SCARCITY AND PRESERVATION WILL TAKE YOU PLACES MOTIVATION NEVER COULD.
(1) Begin by changing the way you see things.
Saving-Investing Your Future (pdf)
Download(2) Learn how the real economic machine works in 30-minutes from our friend Ray.
(Part 2) The rise and fall of world order in 5-minutes from our friend Ray.
What Is A Reserve Curency (pdf)
Download(3) Learn about investing and life lessons from the Oracle of Omaha.
(4) Grow your financial literacy. Try our free educational courseware.
(5) Learn about zero based budgeting and how to create a cash flow plan for individual investing.
Zero Based Budget Sample (xlsx)
Download(6) Learn more about reading financial statements. Take a free class at the CFI Institute.
(7) Learn more about Accounting and how it's used in investing. Take free Accounting classes.
(8) Learn more about ESG and how it's used in investing. Take a free class at the CFI Institute.
(9) The man who planted trees . A lesson in family succession planning
*Find SEC filings and search 10Q management reports.
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NOT A DEPOSIT | NOT FDIC INSURED | MAY LOSE VALUE | NOT A BANK GUARANTEE | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY