Active ETFs Are A Joke
Growth Stocks FTW!!! For the first half of 2024, large cap growth stocks in the U.S. returned over +23%, the best performing asset class by far.
Growth Stocks FTW!!!
Growth Stocks FTW!!! For the first half of 2024, large cap growth stocks in the U.S. returned over +23%, the best performing asset class by far.
I Thought The 60/40 Portfolio Was Dead??
I Thought The 60/40 Portfolio Was Dead?? At least that’s what the financial media was saying in 2022 when the 60/40 was having its worst year in past 50 years, returning -17.8%.
HSA & HDHP Increases For 2025
The IRS released Revenue Procedure 2024-25 to provide the inflation-adjusted limits for health savings accounts (HSAs) and high deductible health plans (HDHPs) for 2025.
The Case For Muni Bonds
How about a 6.40% yield* for a AA rated school district? Sounds interesting, right? If you are a small business owner in California, looking for passive income, and tired of being gouged by taxes, consider California Municipal Bonds
An Update on I-Bonds
Remember when I-bonds were all the rage?? If you purchased I-bonds in August of 2022 when a popular investing website article declared "Run, Don't Walk, for I-Bonds," your investment would be yielding 2.96% right now.
Passive Income Vol. 4: Bond Ladders
Bond ladders are a series of fixed income investments with different maturity dates. Over time you will receive interest payments, usually semi-annually, as well as your initial investment at maturity.
Passive Income Vol. 3: Preferred Stock
Not quite a bond, and not really equity, preferred stock sits between these two major portfolio building blocks in the capital stack. So why should you consider adding preferred stock to your portfolio?
Financial Habits
40% of your daily actions are habits, not decisions!
Market Timing
"Stocks are so expensive! I can't invest now!" - Everyone
The Fixed Income Fallacy
"My advisor picks the best bond funds. These portfolio managers can add alpha because bonds are less liquid than equities." 🤔 🤔