This is Pat Haggerty with Larchmont Wealth. One of the most talked about topics within financial planning is whether or not it is better to separate your bank and brokerage accounts from your spouse or your partner, or...
Finance Made Simple: A Wealth of Knowledge by Pat Haggerty
Investment & Money Hacks from 20+ years as a Financial Advisor in New York. Welcome to Investment Academy.
I’m a financial educator, creating content to help make the complex world of finance and investment understandable in the simplest terms possible. Investing is complicated, and education and empowerment are key to move past fear and uncertainty. Knowledge is power – feel confident taking control of your financial future! Continue educating yourself on your investment journey.
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Wealth Management & Retirement Planning
Fiduciary Financial Advisor
What is a fiduciary? Everyone hears this word. A fiduciary is a person that has a registration. They are registered as a fiduciary and that person has an obligation to choose Investments that are the best for the...
With The Good Comes The Bad
The stock market goes up on average three out of every four years. When it goes up it's fun, it's exciting, that's the fun part of investing. When it goes down, it's not fun. But to get the good you have to take the...
The Rule of 72
This is Pat Haggerty with Larchmont Wealth, defining finance, The Rule of 72, is one of the most useful equations you can use on a regular basis and this is how it works. You take 72 divided by the annual assumed rate...
Should you be “indexing” your investments?
This is Pat Haggerty with Larchmont Wealth. A question I'm asked all the time: should I invest in low-cost index funds, should I be indexing? And the answer I use is, just like buying generic ingredients at the grocery...
When is it worth changing investments?
How do you know if it's worth changing Investments? Where you hold unrealized capital gains, meaning Investments that you made that are currently up in value, and if you sold them would cause tax consequences, the...
Videos coming soon. Thank you
