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Funderburk Financial

Billy's Blog

Five Reasons to Favor Stocks Over Mutual Funds

Owning individual stocks instead of mutual funds may give your portfolio certain advantages.
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Methods for Improving Financial Decision Making - The Alignment Model

The alignment model is about aligning your decisions with your goals and your goals with your values.
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Methods for Improving Financial Decision Making - The 4Rs

The 4Rs is just one tool used by a Behavioral Financial Advisor™ to aid clients in making better financial decisions.
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What is Behavioral Financial Advice?

Behavioral financial advice attempts to bridge the gap between financial advice and successful financial outcomes by addressing human psychology, neuroscience & behavior as well as traditional financial advice.
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How to Survive a Financial Zombie Apocalypse

Achieving success in your financial life can, at times, feel like you are attempting to survive a zombie apocalypse. This article is a survival guide of sorts.
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Seven Ways to Get Out of Credit Card Debt

Carrying credit card debt could be seen as one of the “Seven Deadly Sins” of your financial life. This article will help you shed those deadly sins.
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Five Financial Moves to Avoid

There are a lot of “moves” that can set you back financially. This is my list of the top five to avoid.
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Why Your Stock Options May Be More Valuable Due To The “Tax Cuts & Jobs Act”

The "Tax Cuts & Jobs Act" has opened the door for significant tax savings for recipients of qualified employee stock options. This article discusses one of the reasons why.
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Four Reasons to Use Your 401(k) Brokerage Window

More and more 401(k)s today have a "brokerage window" option. This allows you to move your retirement plan money through it so that you can have a financial professional manage the money. This article discusses reason why you might want to do so.
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Why We Put Bonds In Your Portfolio Today

In recent years, bonds have not looked as attractive as an investment as perhaps they did in the past. This article discusses why bonds should still be an integral part of most portfolios today.
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Four Reasons You Might Not Want to Rollover Your 401(k) in an IRA

When considering rolling over a 401(k) into an IRA, there are numerous consideration that should be taken into account. This article discusses reason that you "wouldn't" rollover a 401(k) into an IRA.
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