The Prosperity Experience

/Tag: The Prosperity Experience

Happy Holidays to Everyone!

By |2017-12-20T20:17:06+00:00December 20th, 2017|Categories: Personal Planning|Tags: , , , , , |

Sally - “If it seems too complicated, make it easy on yourself – just send money. How about tens and twenties?”  My how the times have changed!  This quote from “A Charlie Brown Christmas” is 52 years old this year.  The 1965 holiday classic centered around Charlie as he struggled to find the meaning of Christmas [...]

Matt’s Monthly Money Must Do’s | January 2018

By |2017-12-27T20:48:35+00:00December 15th, 2017|Categories: Personal Planning|Tags: , , , , , |

January is often the coldest month of the year in the Northern Hemisphere.  In fact, in January 2017 there was a European cold wave that hit a lot of Eastern and Central Europe.  Greece was blanketed in unusually heavy snowfall.   Santorini, which typically has Mediterranean weather, was covered in snow causing transportation delays. This is great [...]

Matt’s Monthly Money Must Do’s | December 2017

By |2017-11-21T21:52:36+00:00November 21st, 2017|Categories: Personal Planning|Tags: , , , , , |

Do you ever feel “-meh” about the holidays?  Some people love them too much!  They will put their decorations up too early and keep them up too long.  Others, well, they just despise the holidays and refuse to decorate at all.  I certainly fall somewhere in the middle, but people will never admit they are indifferent [...]

Matt’s Monthly Money Must Do’s | November 2017

By |2017-10-19T15:46:54+00:00October 19th, 2017|Categories: Personal Planning|Tags: , , , , , |

November is a big birthday month in my family.  My two sisters and father have birthdays in November.  So not only do I have to worry about their birthday gifts, but I also must start addressing Christmas shopping!  November is always an absentmindedly expensive month for me, and then you add some additional expenses like gifts. [...]

Matt’s Monthly Money Must Do’s | September 2017

By |2017-08-18T16:41:17+00:00August 18th, 2017|Categories: Personal Planning|Tags: , , , , , , |

The Romans were lazy.  That’s right, I said it: “Lazy”.  The typical response would be that, along with building an empire, Romans built highways, aqueducts, coliseums, etc.  Many of those basic designs are used today, as is the Julian Calendar, another brilliant innovation under the Roman empire.  How could they have been lazy?  Well, the Julian [...]

Back to the Basics of Savings and Investing

By |2017-07-19T19:31:10+00:00July 19th, 2017|Categories: Personal Planning|Tags: , , , , , , |

This blog post is going to be about portfolios and asset allocation!  I bet you just thought to yourselves “Wow, what an exciting topic!”  If I have kept your interested thus far, I hope you will keep reading because like our process The Prosperity Experience™, we strive to make investing and investment education fun and interactive.  [...]

Matt’s Monthly Money Must Do’s | August 2017

By |2017-07-11T19:35:59+00:00July 11th, 2017|Categories: Personal Planning|Tags: , , , , , |

I was born in August some years ago.  Rather than just celebrate a day or week, I celebrate my whole birth month.  Granted, the celebration has changed drastically from when I was knee high to a grasshopper.  I no longer go all out for a day, but rather celebrate on a lower scale for 30 days.  [...]

Matt’s Monthly Money Must Do’s | July 2017

By |2017-07-11T19:21:59+00:00June 13th, 2017|Categories: Personal Planning|Tags: , , , , , |

July is usually hot, stormy, and always unbelievably busy, so I can understand your financial to-do list usually takes a back seat.  I, however, think you can easily accomplish one of these tasks in less than 45 minutes out of the 44,640 minutes available in July. Re-evaluate your homeowner's/renter’s insurance Summer is usually a good time [...]

Guiding Principles for Changing Markets

By |2017-06-14T17:26:15+00:00April 19th, 2017|Categories: Personal Planning|Tags: , , , , , |

“What is your intention?”  It’s a big question, and one that leads nearly every aspect of your life – including the parts that deal with money. An investment intent is based on the intractable belief we have in the principles and practices that guide our decision-making for our investment portfolios.  In times of market upheaval and [...]

Financial Basics for Millennials

By |2017-06-14T17:19:07+00:00April 17th, 2017|Categories: Personal Planning|Tags: , , , , , |

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your emerging financial responsibility. In the financial realm, the millennial generation (young adults born between 1981 [...]