Grow With Joe - Certified Financial Planner and Business Analytics

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Grow With Joe - Certified Financial Planner and Business Analytics

Joe Bautista is a CFP® Professional that provides fee-for-service financial planning to young profe Helping you grow one percent better every day

06/12/2022

📈🙇 The Importance Of Taking 1% Chance -

A great way to act in this new economy is to think about the asymmetrical returns of our actions. We want to do experiments that won't harm us that much if our efforts don't work out but can give us an upside that will positively change our life. So if an experiment sets someone back 1% in terms of....

04/24/2022

📈💸 Where Most Investing Wealth Comes From -

When I was studying to take my CFP® exam, I came across a stat from Dalton Education where they said that 90% of investing wealth comes from long-term investing.

03/26/2022

📈👤 How To Deal With Uncertainty -

I turned 36 earlier this month and based on my life experiences, I'm starting to see the world through a different lens of uncertainty and order. I've noticed that embracing uncertainty can provide me with many new opportunities, but it can also offer disappointment and regret if things don't work o...

02/18/2022

📈💸 The Best Time To Plant A Tree As An Investing Strategy -

No matter the setback or length of the journey, the best way to get ahead in most cases is to start taking action as soon as possible then make adjustments as more information is revealed or different resources are available.

02/11/2022

📈🙇 How To Exponentially Accelerate Your Progress -

I'm big into taking personality tests because they help understand who I am, and particularly I like DISC. After taking the test, I found out I was Conscientious as my primary personality, which means I like to plan things out. My secondary personality is Dominance, which makes me very good at execu...

02/03/2022

📈💲 How To Deal With Federal Student Loans In Three Ways -

Since the beginning of the pandemic, President Trump suspended federal student loan payments with 0% interest accruing which has provided a lot of relief for borrowers since US student loan debt now exceeds $1.6 trillion. The average loan amount is predicted to be $38,147 for a 2021 high school grad...

01/26/2022

📈🙇 Don't Do SMART Goals, Do This First -

If you don't know what a SMART Goal is, it is an acronym that stands for: S - Specific M - Measurable A - Attainable R - Relevant T - Time-bound Someone can create a SMART goal, but that doesn't mean they stick with it. It's best to figure out the why first for a SMART goal because when something co...

01/15/2022

📈💸 How a Traditional 401k Can Be Better Than a Roth -

The two components that someone can control are the amount they invest and how long they invest. If someone only invests $10 and gets a 300% return, they only make $30—a great return but not a great outcome.

12/31/2021

📈🙇 Me Siento Muy Feliz, Me Siento Muy Contento -

With these unfavorable events, I was able to get stronger from them and have the satisfaction to know that they didn't destroy me. I can remember them and use them to get past similar events in the future.

12/20/2021

📈💲 Probably Last Year To Save On Crypto Taxes Using this Loophole -

It’s been about ten years since people started buying cryptocurrency. In the beginning, you had to go on strange exchanges like Mt. Gox that required a lot of hoops to jump through to purchase bitcoin at $1.

12/03/2021

📈💲 What Does It Take To Fund A Roth -

If you look at social media, you have a bunch of money coaches who say the Roth is the best thing you can invest into. Whenever you hear all or nothing advice, you should question if that advice is the best thing for you. It could be good for you, but is it the best thing for you?

11/23/2021

2 Minutes To Help Me With My MBA Project -

, I'm in the last semester of my MBA, and my capstone is to develop a business plan to present to investors. I need 286 survey responses for my primary research. Please take 2 minutes to fill out this survey. I would appreciate it so much.

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Sandy, OR
97055

Telephone

+15035681942

Website

http://growwithjoe.me/

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