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Jump-Starting the LTC Conversation

Submitted by Financial Investment Management | Conscience Bay Capital on October 4th, 2021

Talking about long-term care (LTC) can be challenging, and it can be especially difficult to know where to start. How you choose to broach the conversation may depend on your loved one’s personality, age, health status, cognitive function, and religious beliefs. If you don’t know how to break the ice, consider the following strategies to jump-start the LTC conversation.

Tags:
  • Long-Term Care
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Six Keys to More Successful Investing

Submitted by Financial Investment Management | Conscience Bay Capital on September 27th, 2021

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully.

Tags:
  • Investing
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How Long Before the Fed Changes Its Course

Submitted by Financial Investment Management | Conscience Bay Capital on September 13th, 2021

Quantitative easing and short-term rates near zero could be ending soon.

Tags:
  • Market Activity
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What Can A Financial Professional Do for Non-Profits?

Submitted by Financial Investment Management | Conscience Bay Capital on August 4th, 2021

As of 2017, about two-thirds of all nonprofit organizations in the U.S. had annual budgets of less than $1 million.[1] For these non-profit organizations where every penny has a purpose, having the services of a financial professional can be incredibly valuable. Below, learn more about the different ways a financial professional can help non-profits succeed.

Tags:
  • Charitable Giving
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3 Types of Funds for Socially Responsible Investing

Submitted by Financial Investment Management | Conscience Bay Capital on August 4th, 2021

While making money off investments is often a major goal, the new generation of investors is also focusing on where they put their money in the hopes that their investments will do more for the greater good.[1] The move toward socially conscious or sustainable investing is not a new concept, but has begun to gain increased traction among many investors.

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Creating an Income Plan While In Retirement

Submitted by Financial Investment Management | Conscience Bay Capital on August 2nd, 2021

Taking money out of retirement without a plan is a recipe for trouble

You‘ve saved for years. Now that you are retired, did you create an income plan from your savings?

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When to Call Me - Times to Call Your Investment Manager

Submitted by Financial Investment Management | Conscience Bay Capital on July 22nd, 2021

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when we’re feeling depressed.

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Key Benefits of an Investment Manager 

Submitted by Financial Investment Management | Conscience Bay Capital on July 22nd, 2021

Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time to seek advice from a financial professional.

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Are You Ready to Purchase Investment Property?

Submitted by Financial Investment Management | Conscience Bay Capital on February 10th, 2021

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you may want to purchase real estate as a short-term investment; fixing up the property and then selling it immediately for profit.

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