Timing the Market

By Lucas Casarez, CFP®

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 biases How to avoid these biases The conversation that inspired this episode Hindsight review on past market commentary Non-market examples of growth and recessions…

Should Crypto Be a Part of My Plan?

By Lucas Casarez, CFP®

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 tulips Invest in what you know How does cryptocurrency compare to other popular investments? Understanding the risks How does cryptocurrency compare to gambling? A plan is better than a wish Focus on what…

How to Efficiently Manage Debt Strategy Guide

By Lucas Casarez, CFP®

Debt may be unavoidable, but that doesn’t mean that it has to weigh you down. Efficiently managing debt may allow you to obtain a higher paying job, have a higher quality of life, and grow your wealth faster. The key is having a game plan and staying focused so that you avoid some of the common downsides of debt.