by Dan Phillips | May 15, 2024 | Wednesday Wisdom
Warren Buffett on the Importance of Holding Cash An unwavering belief in the timeless wisdom of “waiting for the right pitch” At the recent Berkshire Hathaway annual meeting held in Omaha, Nebraska on May 4th, 2024, Warren Buffett once again emphasized his steadfast...
by Dan Phillips | Nov 8, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 The importance of retirement savings has been gaining traction among younger workers, with Generation Z and Millennials taking a proactive approach to secure their financial futures. According to new research from Vanguard,...
by Dan Phillips | Nov 1, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 Let’s make sure you’re prepared for retirement. Check out this video to see if you’re on the right track. As always, if you have any questions or would like to schedule your complimentary consultation,please reach out to...
by Dan Phillips | Oct 25, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 Tech and AI are capturing all the hype, but look to fundamental indicators. In recent times, investor expectations have shown a concerning trend of becoming detached from the realities of the market. The focus on technology...
by Dan Phillips | Oct 18, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 Despite relatively low mortgage rates and dreams of bidding wars, multiple offers and all-cash closings above asking-price, would-be-home-purchasers should be cautious about putting too much money into real estate. While some...
by Dan Phillips | Oct 11, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 A recent report from Ellevest, a financial management company dedicated to empowering women, has presented a worrying trend. Women’s financial health is at a five-year low, and women are now spending a significant amount...
