When it comes to money, many of us believe that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution. That’s why Shelton Financial Group takes a different approach to help people pursue financial freedom with a goal of bringing not only security, but fulfillment too.
Only 16.4 percent of U.S. high school students are required to take a personal finance course. It's up to you as a parent to teach your children financial basics. Here are 5 steps to get you started on the right foot.
Financial advising is in my blood. Although my father has been in the financial services industry most of my life and set an incredible example for me, it wasn’t until I got firsthand experience in the industry that I caught the finance bug. Witnessing the confidence clients felt from working with an advisor with whom they had a personal relationship and whom they could trust is what made me fall in love with the idea of serving people as a financial advisor, helping them steward their money responsibly and work toward financial freedom.
As COO of Shelton Financial Group part of my role is working to protect our firm and our clients against scammers trying to profit when we let our guard down. Unfortunately, with the rise of technology there have been more and more accounts of retirees being targeted for financial scams to rob them of their wealth or identities. Because scammers have gained an understanding of how to trick and manipulate this generation, it has become quite common for them to gain access to bank accounts, personal information and in some cases, assets. We regularly hear stories from our clients of attempted or successful scams they have endured.
Warren Buffet is quoted as saying that to be successful in the stock market you should be greedy when others are fearful and fearful when others are greedy. The problem in 2019 has been that consumer sentiment and investor behavior has waffled quickly and unexpectedly. This article is intended to provide some foundation for what has historically happened in the stock market. The next three charts show you the performance of the stock market (as measured by the S&P 500).
