Blog written by Kathy Waite (Click the teal title text for the full blogs)


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Sep 18, 2015

(Click the teal text above for the full blog)                   

-       What is active investing? Why doesn’t it work?

-       Passive Investing Alternative

-       Proponents of passive investing

-       Youtube videos


Sep 18, 2015

(Click the teal text above for the full blog) 

1st additon of BOND TALK

“Kathy, I keep hearing about bonds on the news…what is going on?”

 TAKEAWAY: No need to panic. Stay the course. The media over exaggerates market fluctuations.

✪ Bonds are important to a diversified portfolio, diversification reduces risk.

✪ Interest rates affect bond prices. As Interest rates go up, bond prices go down.

✪ Rates are stable for now, but the market expected them to go up so bond prices fell.

✪ DEX Universe Bond Index is down -5.08% on price in 2013, but has paid out 2.34% in interest, so the total return is -2.74%. Your bond fund price may be down but interest is paid into your account as cash.

Sep 18, 2015

Welcome to the Eureka blog!

The Eureka blog will cover all aspects of Net Worth Management and financial planning.

Keep your eyes pealed for videos, articles, and blogs from Team Eureka and other guest professionals from the financial services industry.

For a brief description of our blogs, including the TAKEAWAY you can view the blogs on the main blog page. For MORE details click the specific blogs title.


We start with the end in mind. Lets be clear what we are trying to achieve, assess progress so far, all the stuff you have gathered in your lifetime ( good and bad ) learn what options we have, find ways to move forward and get results for you. 
You know the hard part? Its getting started , stopping the procrastination! 

​Don't know what you want? Where you want to be in the future? I bet you know where you DO NOT want to be though!