Investment Strategy #15: Look before you leap
Never invest in anything before studying it carefully. If it’s a mutual fund, insist upon seeing the annual report and the prospectus. Make sure that you know what the fund’s objectives are, and that you share those objectives. Find out if the fund has been successful in the past, and whether the manager who achieved…
The Shocking Truth About This CPA’s Tax Strategy
I was left speechless when a new client revealed their story to me… Their CPA had never provided them with a tax plan! Year after year, they were handed their tax return, but left without any strategic guidance or advice. At Hilton Tax and Wealth Advisors, we pride ourselves on our proactive and comprehensive approach…
As you focus on different forms of marketing campaigns for your business
As you focus on different forms of marketing campaigns for your business, consider building an email list. Collect email addresses from visitors to your website and use email marketing campaigns to go about promoting your products and services. This is an effective – tried & true – way to reach people who have an interest…
When creating a marketing campaign for your business
When creating a marketing campaign for your business, don’t forget to invest in paid advertising. By using targeted advertising on platforms such as Google Ads, Facebook Ads, and LinkedIn Ads, you have the ability to reach your target audience, which – in turn – can help to drive more traffic to your website. Interested in…
Investment Strategy #14: Don’t fall for telephone pitches
The investment industry is plagued by “boiler room” operations. These operations consist of little more than inexperienced people using telephones. They call you and go through a prepared script, for a penny stock or an oil lease or similar “hot” deal. Often, you’ll be assured of a huge, instant profit. Oil has been discovered but…
In line with our most recent post on earning government-guaranteed interest from tax lien certificates, here is a checklist that can and should be referenced by tax lien investors.
In line with our most recent post on earning government-guaranteed interest from tax lien certificates, here is a checklist that can and should be referenced by tax lien investors. Checklist for Tax Lien Investors – Check your local county or taxing authority for where and when the auctions are held – If you are interested…