Tuttle Ventures

TuttleVentures is a Registered Investment Advisor. We work to help you achieve your financial goals No content should not be construed as legal or tax advice.

Important Disclosures:

All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this Linkedin website do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. Always consult an attorney or tax professional regarding your

08/09/2024
Streamlining Financial Planning: A Success Story with RightCapital 03/15/2024

As a business owner, navigating financial planning can be a complex and time-consuming task. However, with the right tools and resources, it becomes not only manageable but also a strategic advantage. In this blog post, we will delve into our experience with RightCapital's financial planning software and how it has revolutionized our approach to financial management. Challenges Faced: Before integrating RightCapital into our operations, we faced significant challenges in organizing and analyzing financial data efficiently....

Streamlining Financial Planning: A Success Story with RightCapital As a business owner, navigating financial planning can be a complex and time-consuming task. However, with the right tools and resources, it becomes not only manageable but also a strategic advanta…

Essential Tax Handbooks: My Top 3 Must-Reads for Savvy Business Owners 11/17/2023

I'm not a tax guy, but I do know how to save money. As a financial advisor, I naturally get questions about taxes. Here is a list of tax resources that I believe are *better than Googling* IRS Tax Audit Technique Guides IRS Tax Audit Technique Guides- If you want to get the best info, go straight to the source: the IRS website....

Essential Tax Handbooks: My Top 3 Must-Reads for Savvy Business Owners I’m not a tax guy, but I do know how to save money. As a financial advisor, I naturally get questions about taxes. Here is a list of tax resources that I believe are *better than Googling* IR…

11/16/2023

Quote of the Day!

10/30/2023

American couples are some of the most financially smart and resilient in the world. While every couple has its unique makeup, who you choose to save, invest, and plan for the future with is important. Researchers have shown that if couples manage their money in sound ways, their marriages can benefit too. A new survey finds that 64% of couples admit…...

tuttleventures.com

09/26/2023

It’s a relay not a sprint.
Get every dollar with a purpose working for you.
A three decade retirement requires a coordinated plan.

Passive has Power: Exploring the Impact of Target Date Fund Manager Actions 09/06/2023

In the vast world of investment management, Target Date Funds (TDFs) have tectonically shifted the flow of funds, offering a simplified, passive investment approach tailored to a predetermined retirement date. The idea is simple: as the target date approaches, the fund’s asset allocation shifts, typically from a riskier to a more conservative profile. But as with all investment products, the ever-evolving financial landscape requires these funds to adapt, and TDF managers play a pivotal role in this adaptation....

Passive has Power: Exploring the Impact of Target Date Fund Manager Actions In the vast world of investment management, Target Date Funds (TDFs) have tectonically shifted the flow of funds, offering a simplified, passive investment approach tailored to a predetermined reti…

3 financial myths debunked under higher interest rates 08/26/2023

1. Higher Interest Rates are Always Bad for Stocks Myth: Many people believe that when interest rates rise, stocks will always fall. The reasoning is that higher borrowing costs can decrease corporate profits, and the higher yields on bonds can make them more attractive relative to stocks. Reality: While it's true that sudden and significant increases in interest rates can negatively impact stock prices, the relationship isn't so straightforward....

3 financial myths debunked under higher interest rates 1. Higher Interest Rates are Always Bad for Stocks Myth: Many people believe that when interest rates rise, stocks will always fall. The reasoning is that higher borrowing costs can decrease corpor…

08/16/2023

Saving 20% of your income is the gold standard of building wealth.

Can't save 20%?

Start with 5%...
Build to 10%...
Work up to 15%...

I've never heard of someone who regrets automatically saving.
Start your compounding today.

06/27/2023

Today is June 27th, 2023... which means... 49 percent of the year has already passed. 51 percent of the year is still ahead. I guess you could say it's "halftime" for the year. Just like halftime in sports, at Tuttle Ventures we celebrate the mid-year financial review process as an opportunity to pause, assess, and dance along with giant sharks to financial freedom....

tuttleventures.com

05/17/2023

You need to spend time with innovators to be on the cutting-edge yourself.

Talking about fresh ideas with Cathie Wood, portfolio manager at ARK funds and an expert in investing in innovative technologies, gave me a chance to learn about the newest things happening in many industries.

With pages full of notes, I left feeling optimistic and encouraged to invest on the right side of change.

Things to consider before investing in the stock market 04/13/2023

Investing in the stock market can be a great way to grow your wealth over the long term, but it also involves risk and requires careful consideration. Here are some things to consider before investing in the stock market: Investment Goals: Before investing in the stock market, it's important to identify your investment goals, such as how much money you want to earn, how long you plan to invest, and what level of risk you're comfortable taking on....

Things to consider before investing in the stock market Investing in the stock market can be a great way to grow your wealth over the long term, but it also involves risk and requires careful consideration. Here are some things to consider before invest…

How to Handle Taxes on Your Bonus Paycheck | Tips for a Bonus Paycheck 04/07/2023

Wondering how to handle taxes on your bonus paycheck? Here are some expert tips to consider. Don't let the government take too much of your hard-earned money - learn about withholding and estimated tax payments today!

How to Handle Taxes on Your Bonus Paycheck | Tips for a Bonus Paycheck Do you have a Bonus paycheck coming up? Don’t forget about taxes! Be sure to check your tax withholding on your W-4 form. The W-4 Form is an IRS document you complete for your employer to det…

03/20/2023

Let’s make it happen today!

Tuttle Ventures Awarded Best Investment Company in Corona, CA 11/26/2022

We are happy to announce that Tuttle Ventures was awarded 2022’s Best Investment Company in Corona! We understand the Inland Empire has many options to choose from and appreciate the recognition!

Tuttle Ventures Awarded Best Investment Company in Corona, CA We are happy to announce that Tuttle Ventures was awarded 2022’s Best Investment Company in Corona! We understand the Inland Empire has many options to choose from and appreciate the recognition!

11/18/2022

Get financial peace of mind and a plan you can trust. Leveraging the latest software and technology we help get a clear picture of your finances so you can be confident in your future.

11/06/2022

So proud of — man of the hour tonight!

Passive vs. Active Investor: What Kind of Investor Are You? 09/01/2022

To be included on an investment or “real estate deal,” an investor must contribute either time, experience/knowledge, or capital. Each investor needs to decide which role best suits their lifestyle, financial situation, and/or experience. Many people start as passive investors because the capital role is satisfied and then move into active investing roles as they gain more time and/or experience. Some investors play two roles or often transition from providing one or the other depending on the deal....

Passive vs. Active Investor: What Kind of Investor Are You? To be included on an investment or “real estate deal,” an investor must contribute either time, experience/knowledge, or capital. Each investor needs to decide which role best suits their lifestyle…

08/20/2022

We invest so you can do the rest.

Check out our new office in Corona!

🏦

How much money do I need to start a franchise? 08/05/2022

The UPS Store. McDonald's. Chick-Fil-A. 7-Eleven. These are recognizable brands, but have you ever wondered how much it costs to invest and own one of these businesses? Franchising is a significant investment – both in time and money – and franchise costs can be a significant factor when finding the right franchise opportunity for you. There is no one answer to this question since there are so many types of franchises. ...

How much money do I need to start a franchise? The UPS Store. McDonald’s. Chick-Fil-A. 7-Eleven. These are recognizable brands, but have you ever wondered how much it costs to invest and own one of these businesses? Franchising is a signi…

Beta Bumper Rails are Back On 08/01/2022

Beta Bumper Rails are Back On Actionable Market Insights from Tuttle Ventures

10 B2B sales strategies during summer slow downs 07/06/2022

Today’s blog post is an excerpt my quote on the GoDaddy: 10 B2B sales strategies during summer slow downs Check out the full article on the link below!

https://tuttleventures.com/10-b2b-sales-strategies-during-summer-slow-downs/

10 B2B sales strategies during summer slow downs Today’s blog post is an excerpt my quote on the GoDaddy: 10 B2B sales strategies during summer slow downs Check out the full article on the link below!

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Address

Southern
Corona, CA
92881

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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