How to track your progress with Wealth?
Calculating your net worth is a useful way to gauge your financial health and track your progress toward your financial goals. Your net...
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We aim to share as much of our knowledge with you to help you reach your financial goals! Get monthly articles on hot financial topics. Stay up to date with market trends along with economic data.
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Gaetan Policard
- Sep 26
- 2 min
ARE YOU TRULY DIVERSIFIED?
Historically diversification was simply referred to the mix between the stocks and bonds in your portfolio. Many ask the question: How...
Gaetan Policard
- Jul 19
- 2 min
Take Control of Your Finances!
Take Control of Your Finances! Sign Up for Your Personal Financial Dashboard Today! A Service by Dream Cap Investments. Are you tired of...
Gaetan Policard
- May 1
- 1 min
Before you start investment make sure to....
With so much information and resources available today, it is no longer a secret that investing can help you crush your financial goals....
Gaetan Policard
- Sep 7, 2022
- 3 min
FIXED ANNUITY RATES HIT NORTH OF 4%
Raising interest rates have crippled the mortgage industry and stock market quite a bit so far this year. However there may be some good...
Gaetan Policard
- Jan 25, 2022
- 2 min
2022 Tax Updates
The federal income tax rate has been subject to change over the years. In the 1970s, the highest federal income tax rate was 70% for...
Gaetan Policard
- Dec 22, 2021
- 1 min
What to expect from Stock Markets in 2022?
On this episode of G's Money tips, Gaetan Policard from Dream Cap Investments shares his views on 2021 stock market performance and where...
Gaetan Policard
- Sep 15, 2021
- 1 min
Does Dave Ramsey's 7 Baby Step Program Work?
On this Episode of G's Money Tips, get the facts about Dave Ramsey's 7 Baby Step Program. Financial Advisor Gaetan Policard shares his...
Gaetan Policard
- Aug 12, 2021
- 2 min
G's Money Tips: WHAT ARE ANNUITIES ? Gaetan Policard Explains The Different Types Of Annuities
An annuity is a contract between an individual and an insurance company. Traditionally, you would make a lump-sum investment or series of...
Gaetan Policard
- Aug 11, 2021
- 4 min
Simple Strategies To Reduce Taxes In Your Retirement Accounts
Try these simple strategies to reduce the taxes you pay on your retirement accounts, leaving more money in your own pocket. Paying tax on...
Gaetan Policard
- Jul 9, 2021
- 4 min
Inflation Is Sky Rocketing – Here’s What You Need To Know
It’s been decades since the U.S. faced double-digit inflation rates, and financial advisors worry that years of small, steady increases...
Gaetan Policard
- Jan 26, 2021
- 4 min
G's Money Tips: Planning Financially With Budget, Savings, Investments, & Goals.
The beginning of the year is a great time to review your budget and savings goal. In January we all get our W2, 1099, or K1 with a review...
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