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Stay Focused Through Difficult Market Times
To say that the last few months of financial markets’ positive performance have been challenging would be an understatement. Going back...
Bill Shelmon Jr
Oct 14, 20233 min read


Investing Hierarchy: A Step-by-Step Guide
Do you ever wonder how you should approach your investment allocation? Which investments should you have as part of your wealth-building...
Bill Shelmon Jr
Sep 10, 20233 min read


Generational Wealth for Your Children / Grandchildren
We all think about generational wealth and having our families achieve long-term lasting wealth. What could be better than introducing...
Bill Shelmon Jr
Aug 26, 20233 min read


Choosing the Right Investments for Your Financial Goals
When thinking about investing, sometimes it can seem overwhelming. Investing is a great way to grow your money over time and reach your...
Bill Shelmon Jr
Aug 12, 20233 min read


Top Performing Stock Market Sectors in 2023 YTD
There are eleven economic sectors that make up the stock market. These eleven sections can also be divided into three investing...
Bill Shelmon Jr
Jul 24, 20232 min read


Financial Markets Have Surprising First Half of 2023
If you are one who has recency bias, you may have expected financial markets to behave in 2023 like 2022. During the year 2022, it was a...
Bill Shelmon Jr
Jun 29, 20232 min read


Don’t Go Chasing AI Growth Stocks; Just Stick to the Financial Plan that You’re Used To
These days there is a lot of excitement and reporting in the news about the emerging AI (Artificial Intelligence) technology and how it...
Bill Shelmon Jr
Jun 10, 20232 min read


Why Market Timing is not a Good Investment Strategy
Market timing is the act of trying to buy and sell assets at the best possible time in order to maximize profits. However, market timing...
Bill Shelmon Jr
May 27, 20233 min read


Wealth Comes from Knowledge
Wealth is often seen as something that is only attainable by those who are born into it or who have a natural talent for making money....
Bill Shelmon Jr
May 13, 20232 min read


Comparing an Exchange Traded Fund (ETF) vs. A Stock
Exchange-traded funds (ETFs) and individual stocks are both popular investment options, but they have different advantages and...
Bill Shelmon Jr
Apr 24, 20233 min read


How Real Estate Contributes to Accumulating Wealth
Want to know what Elon Musk, Will Smith, Oprah, and even the millionaire next door have in common? They all own real estate! In fact,...

Bryan Shelmon
Apr 10, 20234 min read


Is a US Treasury Bond an Old School Investment?
The other day, I was talking to someone at an event, and I mentioned that for your protected investments, the U.S. Treasury Bonds are a...
Bill Shelmon Jr
Mar 11, 20233 min read


With a Tax Refund: Use the 20 – 50 – 30 Allocation to Keep Your Wealth-Building on Track
If you are among the fortunate few who are getting a tax refund, congratulations! Now you need to maximize your short-term gain by...
Bill Shelmon Jr
Feb 27, 20233 min read


Attractive CD Rates, but First: What is a Certificate of Deposit or CD?
At Paycheck to Wealth, we have talked about the three key financial buckets that are needed to have wealth-building success. Just as a...
Bill Shelmon Jr
Feb 13, 20233 min read


Surprise! New Law That Helps Your Wealth-Building (Secure 2.0 Act)
If you’re like most of us, you are pretty cynical about the government and if it ever does anything to benefit the average person. ...
Bill Shelmon Jr
Jan 29, 20234 min read


A Challenging Year in 2022 for Investing in Financial Markets
To say that 2022 was a challenging year for investing in financial markets is an understatement. By all accounts, 2022 was the worst...
Bill Shelmon Jr
Jan 12, 20232 min read


For a Solid Wealth Plan - Three Things to Know
You may be wondering, what do I need to have a solid wealth plan? We have talked about paying yourself first and consistency with your...
Bill Shelmon Jr
Nov 25, 20223 min read


Rising Interest Rates? Consider Adding Protected Investments
2022 has been a very difficult year with high inflation and rising interest rates. But why are interest rates rising and what can be...
Bill Shelmon Jr
Nov 4, 20223 min read


Smart Benefits from Having a Roth IRA
When thinking about wealth-building investment options, a Roth IRA is one of the investment tools that should be top of mind. That is...
Bill Shelmon Jr
Oct 29, 20223 min read


In the Market Stay In and You Will Win!
I am sure you are thinking that the title of this blog is very strange. The words: “In the market stay in and you will win” are easier...
Bill Shelmon Jr
Oct 12, 20222 min read
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