AffiliationsAll of my affiliations require that I be a fiduciary for my clients. That is a fancy way of saying I have to do what is in your best interest. Unfortunately, not all advisors are held to this fiduciary standard.
Latest Strategy GuidesEducation is an important value that we hope to provide. Reading our blog is one of the ways we provide that education. Contact us if you’d like to suggest a topic for our next blog or webinar.
Level Up Financial Planning joins the Pledge 1% movement. Adds a fun twist for clients to vote based on achievement point system.Read more
Is it possible to be in a worse position because you are making the most money you ever have? It happens more than you think. It’s not just the tax impact of additional income, but many of the lifestyle decisions that build up over time.Read more
If you found this post, you are probably wondering to yourself what is up with the fun name for a financial planning firm? That is not normal. You may also be thinking why would I choose such a non-conventional company to navigate my important financial planning decisions? Well, I do not expect to be a fit for everyone. However, those who have found me to be a great fit, really benefit from not only the[…]Read more
Timing the Market Show Notes A common question I receive is “is now a good time to invest in the market”.This episode was actually inspired by a conversation I had with a friend/listener of the show.In this episode I’ll cover: Average investor performance versus the “market”9 Human behavior biasesHow to avoid these biasesThe conversation that inspired this episodeHindsight review on past market commentaryNon-market examples of growth and recessions Additional Resources: Invest Composure AssessmentHow Could a[…]Read more
Creating a Startup Engine Video August 08, 2019 Lucas Casarez CFP® / Stephen Alred Jr. Stephen actually has a background in financial services and entrepreneurship. He shares how his previous experiences inspired him to build a Startup Engine (ecosystem development system).Summary of topics covered: Drawing from previous careerAcceleratorCold calling/emailingVenture capitalSilicon ValleyRoad blocksCity benefits of workforce developmentMinority foundersStartup engine (ecosystem development system)Strengthening communities (Introduce 30,000- 50,000 jobs)Scaling Diversity and InclusionQualities of FoundersFounders Financial Foundation Referenced Resourceshttps://www.knowcap.iohttps://www.thefastlaneforum.com/community/https://angel.cohttps://twitter.com/salred3Read more
August 01, 2019 Lucas Casarez CFP® If you are in tech, you have probably heard of cryptocurrency, but should it be a part of your financial plan?To shed some light on this I will address the following: The dutch and crazy expensive tulipsInvest in what you knowHow cryptocurrency compares to other popular investments?Understanding the risksHow does cryptocurrency compare to gambling?A plan is better than a wishFocus on what you can controlMy thoughts generally on cryptocurrenciesSticking it[…]Read more
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