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Retiring in the next few years? This is your MUST READ.

THE ULTIMATE CHECKLIST TO HELP NAVIGATE RETIREMENT

Reference this on your journey toward a work-free life.

 

Inside this FREE guide, you’ll discover:

  • 22 important questions that could change the course of your retirement
  • Commonly overlooked “danger zones” in your current strategy
  • The steps you could take in the years leading up to your work-free life

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Investments

The Rise of the Unicorn?

By Flora & DiPaula Wealth Partners | December 28, 2021

This past August, close to 4.3 million Americans quit their jobs — the most ever in just one month (since the government began collecting data two decades ago).1 But there isn’t…

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Capitalism and Competition: Is it Working?

By Flora & DiPaula Wealth Partners | December 7, 2021

In capitalism, all management, labor and profits are privately controlled. In a socialist economy, however, businesses are owned and run by the government, and the workers are employees of the…

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The China Connection

By Flora & DiPaula Wealth Partners | November 23, 2021

America’s outsourcing of manufacturing (and jobs) has been a sore point for many years. But now that there are logistics issues due to the pandemic – costing U.S. companies money…

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Is it Time for a Value Play?

By Flora & DiPaula Wealth Partners | November 16, 2021

The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…

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How to Evaluate a Stock

By Flora & DiPaula Wealth Partners | November 2, 2021

There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…

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How Inflation Risk Can Affect You

By Flora & DiPaula Wealth Partners | October 26, 2021

Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…

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Sustainably Investing in Our Future

By Flora & DiPaula Wealth Partners | October 19, 2021

While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…

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Young People: Who Said You Have To Be Wealthy To Invest?

By Flora & DiPaula Wealth Partners | September 21, 2021 | 0

Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and a global pandemic. But now they’re witnessing an unprecedented job…

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What is Investing on Margin?

By Flora & DiPaula Wealth Partners | September 14, 2021 | 0

This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had reached $847 billion by the end of April.1 Much of this activity is…

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College Savings: An Update

By Flora & DiPaula Wealth Partners | September 7, 2021 | 0

Congress is known for passing enormous bills with lots of little-known provisions that are not entirely central to the key objectives of the bill. Alas, the Coronavirus Response and Relief…

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