Utilities Surge in 2024: A Surprising Market Leader Turnaround
Utilities have surged 23% in 2024, marking a stunning turnaround from 2023 and reclaiming market leadership last seen in 2018.
His Ex is getting his $1million retirement account
Beneficiary designations trump wills in court.
This is why we invest. In one chart.
Over the last 10 years, our purchasing power has dropped by 24.17% due to inflation.
Don’t Let Your Old 401k Gather Dust! Know Your Options
There is no one size fits all answer as everyone’s situation is unique.
Optimal Order of Investing Your Money
Here’s my take on the optimal order of investing your money.
Roth IRA Benefits + 5 Year Rules
Roth CONTRIBUTIONS are accessible tax & penalty free at any age and regardless of reason.
Which is better? Lump sum or Dollar Cost Average $100k?
Investing a lump sum immediately has historically helped maximize returns.
Applying for Social Security benefits? Things to consider
There is no one size fits all answer as everyone’s situation is unique.
Thoughts on the Market
Some negative news about home sales and consumer confidence created fresh concerns about the state of the economy.
Retirement Options for Self-Employed Business Owners
Self-employed business owners have several retirement options when planning for their financial future. These options allow them to save for retirement and potentially enjoy tax advantages.
Restricted Stock Units (RSUs)
Some employers offer incentive stock options (ISOs), restricted stock units (RSUs), performance shares, or employee stock purchase plans (ESPP).
Tapping a Roth IRA Early
You can access your CONTRIBUTIONS whenever you want – penalty & tax free
What You Need To Know About Delaware Statutory Trusts
DSTs or Delaware Statutory Trusts are continuing to be a viable option for many real estate owners that are entering retirement looking to relieve themselves of landlord duty and are tired of dealing with tenants, toilets and trash! Here’s a 60-sec version on how DSTs work.
529 Rollovers
529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st.
The 5 “Hidden” Tax Opportunities To Take Advantage of NOW
There is potentially an extremely limited opportunity to leverage current laws. The 2021 tax year may be the last chance to take advantage of these rules.
How the Internet Gamed Wall Street’s Short Sellers
You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.
Does Main Street Need a Wall Street Strategy?
As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive.
Coronavirus Vaccines and the Economy
As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.
2021 Limits for IRAs, 401(k)s and More
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.
Election 2020: A Dose of Patience
45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the 2020 presidential election.
