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Collectable investing

3 min read

Investing in Collectables

If given the opportunity, would you consider adding a dinosaur fossil to your investment portfolio? What about a prototype of the first Nike shoe released back in 1972?

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Why is inflation bad

4 min read

Two Places to Park  Cash to Fight Inflation

There is no denying that inflation has been surging. While we don't know how long it will last, we see that it is very damaging to our cash. There...

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Setting up a Roth IRA for your Child

5 min read

Why and How to Start a Roth IRA for your Child

Roth IRAs are super powerful. You put after-tax dollars into it, and you take the money out tax-free in retirement when you are over age 59 ½. They...

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2 min read

Tax Increases Aren’t Just About Rates

The Build Back Better Act has gotten a lot of press for the intended means to pay for it – by raising taxes. These proposals include directly raising...

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IRA lockdown

2 min read

What are the Proposed Changes to your IRA?

IRAs were created in 1974 under the ERISA legislation that set minimum standards for company pension plans. They were conceived as a way for...

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2 min read

Two Weeks of "Volatility" Yet we are Less than 5% from Market Highs

Don’t panic. The S&P 500 is up 16% YTD. IT’s down less than 4% from recent highs at the time of this writing on 9/30/2021. Why did it seem like the...

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Reevaluate your finanial plan

2 min read

Investor Concerns in a Changed World

If you’ve found yourself worrying more about your retirement planning more over the last year, you’re not alone. Almost half (46%) of Americans are...

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3 min read

Think Taxes are Going Higher? Consider a Roth IRA Conversion

The Roth IRA was designed to provide tax benefits, but it’s often viewed as primarily an investment tool for younger investors. This is because there...

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Is the stock market overvalued?

3 min read

Stock Market Valuations Are Too High. Says Who?

Everybody seems to be trying to figure out this equity market by looking at what happened in the past. And then every month, the market just blows...

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3 min read

Rock, Meet Hard Place: Inflation and Early Retirement

Retiring early requires disciplined saving and careful planning under the best macroeconomic and market scenarios. When you’re retiring into an...

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