You & Your Money
Develop Your Relationship
Gain insight on your relationship with money and begin pursuing new levels of financial success with our Financial Tales.
How Do I Save For Retirement?
How do I save for retirement?
We advise you to read A Retirement Tale and A Tale of Doom and Gloom to gain perspective on how to save for retirement. These two tales will give you a deep understanding of the obstacles you face in preparing for the challenges that you may encounter as you prepare for retirement.
Why Sera Capital?
Sera Capital is a registered investment advisor that manages money for individuals, couples and other advisors. We are active managers of passive broad indices. This means we trade your portfolio on a discretionary basis based on your goals and what we think is appropriate in the hope of achieving above average rates of return with below average risk over complete market cycles.
Financial Tales
Downloadable Content