The Tax Hack Every Investor Should Know
IRS Code 852(b)(6) is the greatest tax hack that every investor should know.
Passive Income Vol. 2: Municipal Bonds
Tax-free income and protection of capital?!?!… Its not an IUL, its municipal bonds!!
Passive Income Vol. 1: REITs
If unclogging toilets at 2am at your rental property is not your idea of passive income, then you may want to consider a Real Estate Investment Trust.
Lessons From Dish Network
Charlie Ergen, the co-founder and chairman of Dish Network, is in a tough spot. After amassing $26bill in debt, Dish has to shore up their balance sheet while trying to negotiate with its bondholders.
The Cost of Stock Picking
Index Funds for the win!!
Personal Finance Resolutions - 2024
The New Year is a great time to get your personal finances in order. Here are some ideas on small steps you can take today to begin building your net worth in 2024.
Adaptive Planning Explained
Traditional financial advisors will help you with investments, but little else. Have you considered how many financial decisions you will make in the next 5 years?
Saving Money on Taxes
As 2023 comes to an end, people are asking about tax saving strategies. Here are a few to consider.
Common Investing Mistakes
Recognizing common behavioral mistakes can make a world of difference in your portfolio's performance. Here are three issues that often trip up investors and how to navigate them.
The Death of Active Management
The latest SPIVA report card was just released showing a whopping 97% of mutual funds underperforming their own benchmarks. There is no legitimate excuse to be paying Wall St. mutual fund stock pickers anymore.
Combining Finances In A Relationship
Managing money in a relationship can be challenging, but sharing financial responsibilities can lead to stronger partnerships. According to a recent study by LendingTree, here's what we discovered about how American millennials view and manage their finances as couples.
Tax Planning Strategies
Tax evasion is illegal. Tax avoidance is encouraged. Here is how a financial advisor adds value with tax planning and strategy.