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Great investments and retirement planning begins with an understanding of what YOU want and need. Here are the tools to help you gain financial security, discover smart investments, and learn investing basics.

Get started by listening to The Goldstein on Gelt Show’s most recent episode.

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How Good Communication Skills Can Improve Your Finances

Aug 25, 2022

Good communication skills can not only bring a couple closer together, but can also improve their finances!

A conversation is a two-way street. It is OK if you don’t see eye to eye with your spouse. Talk, explain your position to your spouse. And then stop… and listen to what your spouse says.

There are...

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Is it a Disaster to Sell Your Investment Portfolio Now?

Aug 11, 2022

 

Even though now isn’t the first time the stock market has fallen by more than 20%, this newest wave of volatility has panicked many investors.

There are two common reactions investors have when the market falls: liquidating portfolios (to prevent further losses) or buying more (to maximize potential gains).

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