Your Timeline for Keeping Important Documents

How long should you keep important records?
Read MoreWhat’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry, simple financial concepts, or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along. If you have any suggestions or would like to contact me please email me at ryan@elafinancial.com
How long should you keep important records?
Read MoreHave you ever realized how much golf and investing have in common? Personally, I think it can be used as a blueprint for an investment strategy. Now before calling me golf crazy, please hear me out. Here are my 10 reasons why golf is a...
Read MoreWhen Should I Start Investing? Before you think about investing, you should make sure your financial house is in order. Here is a quick checklist for your building Financial House: You have paid off all your high interest loans (credit...
Read MoreWhat is Compound Interest? Simplified – Compound interest is interest on top of interest, earned. And so what’s the big deal? Well, here is a great example that will put it into perspective for you: Say you have 2 Investors...
Read MoreWhat is an emergency fund and why do you need one? Simply put - an emergency fund is a safety net to pay for life’s unexpected events. People also refer to this as “a rainy-day fund.” Your emergency fund should be...
Read MoreTop 7 Reasons to Meet with a Financial Planner I decided to compile this list of reasons to meet with a financial planner. Over the past few years I have come across potential clients who weren’t sure when to contact a financial...
Read MoreWhy must teachers continue to get hosed with their retirement plans? Full disclosure right from the start... my wife is a 5th grade teacher at the elementary school I attended growing up. However, I believe as a financial planner this...
Read MoreMy journey as an intern in the basement office space to a partner of a $250 million wealth management firm This past January I became a partner at a firm I started interning for in 2003 while I was still in college. This is my story...
Read MoreWhat important questions should clients ask their advisors about their mutual funds? There are a variety of smart questions clients should be asking during their year-end review regarding their mutual funds. The first one should be...
Read MoreRecently I was meeting with a couple for the first time and as I was reviewing their statements I couldn’t help but notice all of their statements and investments were from the same company. This surprised me greatly. For all...
Read MoreHave you ever talked to a co-worker about their 401k and they tell you how well they have done? This same co-worker may also tell you how well they do at the casino, but never tell you when they lose. This is often the problem we see...
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