The Fixed Income Fallacy
"My advisor picks the best bond funds. These portfolio managers can add alpha because bonds are less liquid than equities." 🤔 🤔
Passive Income Vol. 2: Municipal Bonds
Tax-free income and protection of capital?!?!… Its not an IUL, its municipal bonds!!
10 Inflation Hacks Everyone Can Use
Mindful Spending – Create a list of things that are important to you and spend on them freely. Premium pet food, kids activities, or a backyard BBQ with friends can add lots of value to life. Then reduce or eliminate mindless expenses.
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.
Unclaimed Money
Keeping track of all of your accounts can be hard. If you have changed jobs recently, did you remember to rollover that old 401k to the new employer??
Understanding Secure Act 2.0
Secure Act 2.0 has over 90 provisions in it. Here are the top 5 that are most likely to affect you.
Cash Is A Choice
To Buy Or Not To Buy… That Is The Question.
Don’t Be The Greater Fool
Bitcoin ETFs were just approved by the SEC, and the price of Bitcoin has been rising since Oct'23 in anticipation. Advocates of Bitcoin claim that this is proof of the demand from the investing public for access to Bitcoin. They say this is the future of investing.
Planning For A $300,000 Investment
Have you ever wondered about the financial commitment of raising a child? According to a 2022 study from the Brookings Institute, the estimated cost is $310,605 before college.
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.
Best Places To Park Your Cash
You should not be trying to time the stock market and move money in-and-out of your long term investments. These options are for emergency funds, liquid cash needs, or short term investment needs only. The bulk of your money should be invested with your long term strategy in mind.
6 Celebrities Who Lost Millions In The NFT Crash
The NFT market has crashed in recent months, and celebrities have not been spared. Here are the top 6 celebrities who have lost millions in NFTs.
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.