Portfolio Management Archives - Page 4 of 29

dental savings plan, ETFs, investing, must have documents, Podcast, stocks, trust · February 1, 2025

Podcast Episode – Ask KT & Suze Anything: Do The Trump Tariffs Mean It’s Time to Buy or Sell?

For this Ask KT & Suze Anything episode, Suze answers your questions about selling or buying stocks of companies affected by the new tariffs, dental insurance, putting a home in trust and so much

Read Now ›

Podcast · January 29, 2025

Podcast Episode – Suze School: Now Is Not The Time To Panic

With the volatility in the Stock Market this week, Suze received tons of emails asking “Should we sell this? Should we sell that?” To help calm everyone down, Suze offers a lesson on why dollar c

Read Now ›

home buying, investing, Podcast · January 18, 2025

Podcast Episode – Suze School: Don’t Be In A Rush To Have Regrets

For this Suze School, we get a lesson on why you shouldn’t have all your money invested in one single asset category - especially real estate. Remember to think things through and don’t rush into

Read Now ›

home buying, investing, Podcast, stock market, women and money · January 4, 2025

Podcast Episode – Make Your Money Make More Money

For this Suze School, Suze gives us some updates on a few things, plus her projections on the stock market, bonds, real estate as well as the theme for 2025: "Make your money make more money."

Read Now ›

do's and don’ts., investing, money management · January 1, 2025

The Best Money Move for 2025

Okay my friends, here we are in a new year! I send heartfelt wishes for health and happiness. For you, and for your loved ones. Let’s always remember that is what matters most.

Read Now ›

Podcast · December 21, 2024

Podcast Episode – Suze School: Avoid the Biggest Downfall to Your Investing Habits

Suze reviews the past week in the stock market, BitCoin and more. Then Suze teaches a lesson on how to have better investment habits.

Read Now ›

family, financial independence, gift giving, Podcast · December 14, 2024

Podcast Episode – Suze School: Are You In Financial Panic Mode?

With just days left in the holiday gift giving season, are you staying financially strong, or are you going into panic mode and buying gifts that maybe your family and friends don’t really need?

Read Now ›

home buying, Podcast, retirement · December 11, 2024

Podcast Episode – Ask KT & Suze Anything: If You Don’t Like It, Don’t Do It

On this Ask KT and Suze Anything, Suze answers questions about annuities, planning for retirement, buying property and so much more.

Read Now ›

interest rates, Podcast, stock market · November 9, 2024

Podcast Episode – Stay The Course and Make Money

Suze explains why it’s important to stay grounded in what’s happening right now with ourselves, our families and our money. She reviews current stock market trends, real estate, interest rates an

Read Now ›

investing, Podcast, stock market, stocks · October 19, 2024

Podcast Episode – Suze School: Knowing What To Invest In, When You Don’t Know What To Invest In

Suze gives an update on the stock market and why dollar cost averaging is so important, especially when you’re not sure how to invest, or what to invest in. Plus, Suze reviews some important fund

Read Now ›