From The Blog
Key Takeaways: About 66% of large-cap US equity funds have trailed the S&P 500 over the last three years. On this week’s Cents of Things, I explain how I think about that as a portfolio manager: an index core, a disciplined sleeve of individual names, and cash ready for the days the market hands you a gift. I manage money for real families, so I look at a week like this one through a simple lens: what changes how I build and hold portfolios, and what is just noise. Here is how I read it.
Cents of Things Episode 152
This article provides four simple yet effective tips to help high school seniors maximize their chances of winning a private scholarship. From knowing your audience to crafting a personal and passionate essay, this article will guide your student through the scholarship application process. With the right approach, your student can stand out from the competition and secure the college funding they need. Read on to learn more.
Dive into the dynamic world of real estate investing without the hassle of property management. This post explores five accessible avenues - REITs, Groundfloor, Fundrise, P2P lending, and wholesaling - enabling you to capitalize on real estate opportunities without ever needing to clean toilets. Perfect for both novice and seasoned investors, our guide presents an uncomplicated roadmap towards achieving financial independence through smart, hands-off real estate investments. Expand your wealth strategy toolkit with FreedomDayWealth.com's insights and discover the true freedom of passive income generation.
🎉 One Year Into Freedom: A Whirlwind of Emotions! 🎉 Dive into this candid and humorous recount of a year since achieving Freedom Day! 🚀 From being wrapped up in red tape to building a Bucket List GPS for happiness, this blog post has it all. 💡Discover why it's okay to take your time settling into a work-optional lifestyle, and how Freedom Day is the ultimate spring cleaning for your soul. 🧹 Don't miss the quirky insights and heartwarming reflections. #FreedomDay #WorkOptional #BucketListBliss"
Our Team
Jeff Kikel, ChFC, CRPC, ASBC
President
Crystal Kikel
Vice President Operations and Marketing
Monica Cabahug
Senior Executive Assistant
