by glenn@stilesfinancial.com | Sep 13, 2024 | Financial Flash
We all know Steve and Woz. But were you around when Apple was just getting off the ground? Would you have invested back then? This week, Paul and Mark take us through Venture Capital and Private Equity in their continued series on “Alternative...
by glenn@stilesfinancial.com | Sep 13, 2024 | Financial Flash
This week, Paul and Mark take us through Venture Capital and Private Equity in their continued series on “Alternative Investments.” They explain when you use one or the other? What’s the strategy behind incorporating them into your asset portfolio....
by glenn@stilesfinancial.com | Sep 6, 2024 | Financial Flash
You’ve seen those abbreviations after our names: AIF, CFPA, MBA, CHFC, and the ever-familiar CFP which stands for “Certified Financial Planner.” But did you ever wonder what it stands for? Not the words or title, but the actual meaning behind the...
by glenn@stilesfinancial.com | Aug 30, 2024 | Financial Flash
Tina, our Client Relationship Manager is here to help (as usual) with some “Back to School” tips for saving for the school year and teaching your kids to establish a healthy relationship with money, savings, budgeting and creating a credit history....
by glenn@stilesfinancial.com | Aug 22, 2024 | Financial Flash
We’ve all heard different job numbers and consumer confidence indexes, but we have a better source, someone fresh off the front line of the Job Hunt. We sat down with recent finance grad – Nolan Tichy, the son of our very own Portfolio Manager, Paul Tichy....
by glenn@stilesfinancial.com | Aug 15, 2024 | Financial Flash
Can you believe it? Episode 200!! Your Stiles Team has been consistently creating our helpful and timely videos since June 2020! Wow, can you think of anything you’ve consistently done like that for over 4 years? But we do it because we want to stay connected to...