The Wealth Fix

Would you trust AI to pick stocks and invest with your money? AI-powered algorithms are revolutionizing the way we invest, making informed decisions and maximizing returns. So you can let AI handle all that for you, right? Before you put your feet up and let AI do your investing for you, we have a few facts you need to know. These fascinating insights into the world of artificial intelligence and the stock market will bring valuable guidance for your investment strategy. Join us in this exploration of AI's role in picking stocks in the dynamic stock market.

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Experienced financial advisors dive into the world of TikTok financial advice! From "get rich quick" schemes to unconventional “family vault” budgeting, we provide valuable insights, debunk myths, and offer well-informed opinions on whether these viral trends hold any merit in the real world of finance. Gain a deeper understanding of smart financial practices, learn to identify potential pitfalls, and hear from the pros on how to effectively manage your money.

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Receiving an inheritance can be an emotional experience, yet it can also bring along its share of challenges and uncertainties. How exactly should you manage the newfound funds? Is it okay to spend a portion, or maybe none at all? Dealing with the loss of a dear one can make things even more overwhelming, affecting your decision-making. We've pinpointed 7 true-to-life situations where hiccups might arise when receiving an inheritance, all with the aim of simply recognizing them, so you can navigate around them smoothly.

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FedNow is a new payment system backed by the Federal Reserve. FedNow will allow banks and credit unions to provide instant payments. allowing you to send or receive money any time and any day. Gone are the days of waiting days for a transaction to clear or get money from your bank. FedNow allows moving money to happen instantly. There are some risks involved though. FedNow could cause an increase in fraud and an increase in the chance of a bank run with withdrawals being done in an instant. There are lots of benefits to you though, so check out this episode where we dive into FedNow.

Restricted Stock (RSU) is one method a company may compensate you for your work. Is it better than actual cash? Does it hold long term value? Should you hold or sell? To ensure you get the RSU basics, expert financial advisors are here to provide you with a complete guide to Restricted Stock!

Can you turn $100 into $1,000,000 in under a year? Can you buy luxury goods for “free” on business credit? If you said yes to these, you NEED to watch this video. Tiktok might be great for entertainment but for financial advice, it’s the worst place you can get some. Don’t worry, let professional financial advisors help you navigate the misinformation to ensure you make the best possible financial choices.

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The internet is full of bad financial advice. 

In this video, financial planners react to one TikToker's money claims. We start with a claim that rich people use Indexed Universal Life Insurance (IUL) to grow their wealth. Is this the secret to becoming a multi-millionaire? Unfortunately, it’s never that easy and certainly not what we’d recommend. Don't miss out on this discussion that exposes and debunks bad money advice circulating on TikTok.

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Inflation seems like a present shadow in our lives over the past months but what if I told you inflation is going to fall? You read that right, inflation is going to fall! We have the facts to back it up and what the falling inflation rate means for YOU and your wallet. Don’t wait, learn how you can capitalize on falling inflation today to transform your assets! Learn why inflation will continue to fall & how you can make the most out of this!

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Are you facing the challenge of managing a concentrated stock position? Today, we delve into the world of concentrated stock and provide you with expert strategies to effectively navigate and safeguard your wealth. Whether you've acquired a significant amount of stock through company options, inheritance, or other means, it's crucial to have a solid plan in place to optimize your financial future. Never let concentrated stock keep you awake at night with these 5 management strategies.

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Wall Street has a secret they don’t want you to know: investing can be simple. The key to success—investing in low-cost, diversified, and tax-efficient index funds and ETFs. To set you on the right path, we share four of the best ETFs that you can hold forever.

First on the list is IVV, the iShares Core S&P 500 ETF, which offers broad exposure to the U.S. stock market, including top companies like Apple,Microsoft, and Amazon. We highlight IVV's low expense ratio, liquidity, and impressive performance over the past decade.

For international diversification, we recommend IEFA from iShares. This ETFtracks developed markets outside the United States and Canada, providing exposure to companies from Europe, Asia, and more. We discuss the benefits of international investing and the notable holdings within IEFA.

Next, we explore SPAB, an ETF focusing on the fixed-income market. SPA aims to track the Bloomberg Barclays U.S. Aggregate Bond Index, offering stability and income through a diverse range of investment-grade bonds. We explain how including bonds in your portfolio can provide a cushion during market downturns.

Lastly, we introduce AVUV, the Avantis U.S. Small Cap Value ETF. This ETFtargets the U.S. small-cap value segment, utilizing a unique approach to build an optimal portfolio based on factors such as undervaluation and profitability. We discuss AVUV's potential for long-term growth and its historical outperformance of large-cap stocks.

Join us as we simplify investing and reveal the four best ETFs for long-term success!

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