September 2019

Rank your Net Worth and Income

Submitted by Kaizen Financial Advisors, LLC on September 23rd, 2019

I thought you may find this wealth calculator interesting. It is part of a New York Times series Are You Rich?, and ranks both your income and your wealth based on data collected by the US Census Bureau^1,2.

Mutual Funds vs. ETFs

Submitted by Kaizen Financial Advisors, LLC on September 13th, 2019

The growth of exchange-traded funds (ETFs) has been explosive. In 1998, there were only 29; at the end of 2018, there were over 1,900 investing in a wide range of stocks, bonds, and other securities and instruments.¹

August Monthly Economic Update

Submitted by Kaizen Financial Advisors, LLC on September 6th, 2019

IN THIS MONTH’S RECAP:

Stocks lose ground as trade tensions continue and the Chinese yuan is devalued
Consumer confidence remains high easing some economic slowdown fears
Bonds rally, causing yields to fall

THE MONTH IN BRIEF

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September 2019

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Why hire us now? Three simple reasons: