Balance Archives - B.E.S.T. Wealth Management

Financial Planning at its B.E.S.T.

Category: Balance

Money Is The Root Of All Evil?

by Mary Young, Ph.D. Perhaps you already know the punchline, but I grew up believing that the way I’ve stated the question above was the

October 24, 2022 No Comments

How To Handle Finances In A Marriage: 5 Tips

Does money create a strain in your marriage? Are you unsure how to handle finances in a marriage? If so, read on to learn 5

May 9, 2022 2 Comments

How To Live A Balanced Life

I often times wonder how I can free up my time to focus on the things in life that are important. Do you ever feel

April 20, 2022 No Comments

Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth?

October 23, 2015 No Comments

A Child’s View of Why We Need Money

Last year, my daughter’s kindergarten teacher told us that Ella really enjoyed writing. That has carried over to her first grade class as she recently

September 24, 2015 No Comments

Diversification

Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately? If so, let me ease

June 3, 2015 2 Comments

What Would You Do With 10 Minutes?

I previously wrote about my clients, Paulo and Laura Ribeiro, whose unborn baby was diagnosed with Potter’s Syndrome. As a recap, this is a condition

May 19, 2015 No Comments

How To Manage Your Finances

Last year we remodeled our house to get it ready to sell. It took us a lot longer than we thought. 2 ½ months to be

January 12, 2015 2 Comments

Tax Efficient Investing

Tax efficient investing is likely something that has crossed your mind. After all, who doesn’t want to save money in taxes. There are two strategies

November 11, 2013 No Comments

Is Gold A Good Investment ???

Over the last five or six years we have fielded several questions about gold. Should gold be the place to invest due to our devalued

September 25, 2013 No Comments

Unexpected Lessons From Hawaii

Have you ever really looked forward to something and then afterward found that there were unexpected surprises? My wife and I recently returned from

June 20, 2013 No Comments

Active vs Passive Investing – Do You Know The Difference?

Recently I blogged about the importance of no longer using Mutual Funds. One of the reasons for making this bold statement is that Mutual Funds

April 9, 2013 No Comments

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