Throughout the week, I run across articles written by other people that may be of interest to you. This week I am sharing an article from Mike Piper of Oblivious Investor on whether it’s a good idea to add a guaranteed withdrawal rider to an annuity. I’m sharing this article because over the next two […]
Articles of Interest – $55,000 Annuity Penalty Read More »
Lots is written these days about investment strategies for high income earners. But today, I will be sharing a strategy that you likely have not heard of. If you’re a high income individual or family, then there is a strong likelihood that you don’t qualify for a Roth IRA. This is unfortunate because a Roth
An Awesome Investment Strategy For High Income Earners Who Don’t Qualify For A Roth IRA Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week I am sharing one article which is on the topic of “should you invest or should you keep your money in cash”. The article is from Noah Buhayar of Bloomberg and is titled, Buffet Nears
Articles of Interest – Buffet Has $100B In Cash Read More »
If you’ve left your job or simply just have an opportunity, should you rollover your 401k? In this blog post, I outline when it’s appropriate to rollover your 401k and when it’s appropriate to keep your 401k in place.
Should You Rollover Your 401k? Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week I am sharing two articles that revolve around dishonest advisors. The first article is from fellow advisor Jeff Rose and is titled 7 Financial Advisors I Would Like to Punch in the Face. In this
Articles of Interest – 7 Financial Advisors I Would Like to Punch in the Face Read More »
We’ve all been told that when comparing the 15 vs 30 year mortgage, that the 15 year option is superior since you will save thousands of dollars in interest. The banks make you think that this is in your best interest, but often times it is not.
15 vs 30 Year Mortgage: Which is Best? Read More »
The stock market has been doing very well over the last eight years which has prompted many to think that now is a good time to get out. Following are two articles where professionals make predictions about how it’s not a good time to be in the stock market. However, the research continues to pile up
Articles of Interest – Take Your Gains and Get Out Read More »
Last updated 8/18/2021 Have you ever wondered where to invest your emergency fund? We’ve all likely heard that we need to have a 3 to 6 month emergency fund, but where exactly should this money be invested. In this post, I’ll identify the journey that we’ve taken clients down and how we’ve recently changed the
Where To Invest Your Emergency Fund Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week, there is one article I’d like to highlight on how monkeys just may do a better job than professionals when it comes to picking stocks.
Articles of Interest – Blindfolded Monkeys Read More »
I’m very happy to report that I’ve recently been published on ThinkAdvisor.com. The article I wrote for them is titled An Unconventional Approach to Asset Location. Asset location is when you strategically place certain asset types (i.e. stocks and bonds) into certain account types (i.e. IRAs and taxable accounts). If done properly you could end
I’ve Been Published! ThinkAdvisor.com Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week, there are two articles I’d like to highlight which revolve around the idea of money and happiness. The first article is from my good friend Kenny White and is titled Leadership and Purpose: 5 Reflections
Articles of Interest Read More »
Throughout the week, I run across articles written by other people that may be of interest to you. This week, there are two articles I’d like to highlight. The first is an article from Josh Brown titled You Have Five Choices. In this article he correctly points out that the S&P 500 is at record
Articles of Interest Read More »
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