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Making Dollars Out of Sense

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In our Investing category you'll find topics such as stocks, bonds, mutual funds, ETF's (Exchange Traded Funds), asset allocation, active management, passive management, strategic portfolio management, tactical portfolio management, and these are just the tip of the iceberg.


It's mind numbing the amount of information out there on investment products and investing strategies. Some teach things that are (quite frankly) impossible when it comes to investing. Other claim outrageous results.


In reality you can control just a handful of things when investing. The rest is an exercise in managing expectations and behaviors. Anything else is an exercise in futility.


Without good information you're at a disadvantage. Spend some time in our Investing category and learn. Knowledge is power and you'll find some here.

A Financial Planner’s Wedding Toast

January 14, 2016 by Tracey Ann

Congratulations to you both on this beautiful day! In order to stand here surrounded by your family and friends, you’re proclaiming to the world that you want this one person by your side through the good times and the bad. Maybe you’ve faced some … [Read more...]

What is Financial Planning?

June 11, 2015 by Chris

The term “Financial Planning” is tossed about in the financial services industry as if it's a byproduct of something else. This poses the question: “What is Financial Planning?” Explaining the process of Financial Planning might best be said by … [Read more...]

Investing, working with advisors, and other things

June 10, 2015 by Chris

Why it is important to know if you are working with a fiduciary… There's a big difference between the term “Registered Representative” and “Registered Investment Advisor.” Most are unaware of these differences. Registered Representative work for … [Read more...]

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A Financial Planner’s Wedding Toast

Congratulations to you both on this beautiful day! … [Read More...]

10 things To Do Now to Winterize Your Home and Save Some Green

You have probably heard public service … [Read More...]

Don’t Let the Pumpkin Spice Latte Blow Your Budget Again

Pumpkin Spice Latte’s are here (oh yes). This … [Read More...]

Cutting the Cord: Cancel Cable to Improve Your Monthly Budget

The Wall Street Journal reported on June 17, 2015 … [Read More...]

How to Reduce Your Cable or Satellite Bill?

So you’re not ready to cut the cord yet, but you … [Read More...]

What is Financial Planning?

The term “Financial Planning” is tossed about in … [Read More...]

Life throws curve balls… that’s why we have insurance

Life throws us curve balls and sometimes life will … [Read More...]

Which tax benefit is best when buying annuities?

When it comes to understanding annuities, … [Read More...]

Investing, working with advisors, and other things

Why it is important to know if you are working … [Read More...]

A Few Tips When Buying Life Insurance

Here's a few tips to help you make good decisions … [Read More...]

Is there a reason to buy life insurance on kids?

They come into this world and no doubt change … [Read More...]

10 things to get your financial house in order

Create a statement of net worth If you don’t … [Read More...]

Making Dollars Out of Sense

is brought to you by Wealth 360, LLC a fee-only financial planning and investment management firm.

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