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...
by Dan Phillips | Sep 27, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 Wills help you control how your assets are distributed. Learn how you can provide your family with a financial roadmap in this video. As always, if you have any questions or would like to schedule your...
by Dan Phillips | Sep 20, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes. As always, if you have any questions or would like to schedule your...
by Dan Phillips | Sep 13, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 One is based on personal experiences and the other is grounded in theories. As the digital age reshapes traditional norms, a dramatic shift in the sources of financial advice is emerging among young investors. Betterment, a...
