by David C. Branch | Feb 3, 2025 | blog, David C. Branch, Education, Finance
Money is more than just numbers—it’s deeply tied to emotions, habits, and psychological patterns. The way we spend, save, and invest is often influenced by subconscious beliefs formed through personal experiences, cultural norms, and societal pressures. Understanding...
by David C. Branch | Feb 3, 2025 | blog, David C. Branch, Finance
When investing, one of the most critical yet often overlooked considerations is the trade-off between liquidity and returns. Liquidity refers to how easily an asset can be converted into cash without significantly impacting its value. On the other hand, returns...
by David C. Branch | Jan 2, 2025 | blog, David C. Branch, Finance
In investing, risk and reward often go hand in hand. With the rise of cryptocurrencies, investors face a new frontier that challenges traditional investment norms. But how do cryptocurrencies compare to conventional investments, and how can investors navigate the...
by David C. Branch | Jan 2, 2025 | blog, David C. Branch, Education
In recent years, the FIRE movement—short for Financial Independence, Retire Early—has captured the imagination of individuals seeking freedom from traditional employment. Rooted in the principles of extreme saving, disciplined investing, and strategic spending, the...
by David C. Branch | Jan 2, 2025 | blog, David C. Branch, Education
In the complex and ever-changing world of investing, diversification remains one of the most fundamental strategies for achieving long-term financial success. Often referred to as “not putting all your eggs in one basket,” diversification helps investors manage risk...
by David C. Branch | Dec 4, 2024 | blog, David C. Branch, Finance
Tax-loss harvesting is a strategic method used by investors to minimize their tax liabilities while maintaining a long-term investment strategy. Investors can enhance their portfolio’s after-tax performance by leveraging capital losses to offset capital gains....
