The You First Blog

“Capital is that part of wealth which is devoted to obtaining further capital” – Alfred Marshall   Wealthview Update – How to Access the Revamped Client Portal You will need to re-register to gain access to your client portal on Wealthview. Here’s what you need to do: Follow the link in the email FundEX Wealthview… Read More

“Thanksgiving, man. Not a good day to be my pants” – Kevin James Third Quarter Market Recap Many of the main themes that have affected global asset markets in 2019 – including U.S.-China trade tensions, political uncertainty due to the Brexit negotiations, and slowing economic activity – continued in the third quarter, resulting in somewhat… Read More

“Unemployment is an integral part of the normal capitalist system” – Michael Kalecki U.S. Unemployment falls to 50-Year Low, Easing U.S. Recession Worries Market volatility on the heels of impeachment proceedings news pushed markets lower for the week. However, investors were buoyed by the U.S. unemployment report, which showed unemployment fell to a 50-Year low,… Read More

“All I ask is the chance to prove that money can’t make me happy” – Spike Milligan   The Importance of Budgeting Regularly updating your budget is always advisable. Your budget is your financial checkup – helping you determine if your monthly cashflow is positive or negative – and accurately detailing your expenditures can help… Read More