If you find yourself losing track of your finances, it may be time to get back to basics.
Certified financial planner and president of Shakiba Capital, Trevor Shakiba shares 5 steps to help you create a financial budget you can stick to long-term.
From The Blog
July 28, 2020
Are You Diversified? Part II
The biggest question a lot of investors should ask is, “Are you diversified enough?” So, here are five more tips on how you can get an answer.
July 22, 2020
Are You Diversified? Part I
2020 isn’t over, so you want to make sure you’re prepared for the rest of the year. Let's a look at what happened to your portfolio, and ask yourself if you’re diversified enough.
July 13, 2020
5 Financial Setbacks and How You Can Bounce Back from Them
Many people have been hit with “financial curve balls, and there has been a lot of bad news in recent months. If you have been struggling financially, you’re not alone. People have been affected by the craziness of 2020, and we’re only halfway through. This isn’t the first recession, nor is it the first time that we’ve had financial unemployment.