December 14, 2024
The Myths of Dividend Investing
Investing in high dividend paying companies is a popular trope in the personal finance community. Here are 10 reasons to reconsider this approach.
November 23, 2024
Ready for a Big Capital Gains Tax Bill?
If you own mutual funds, you may have received a bill for capital gains tax, even if you didn’t sell your shares. Why?
November 16, 2024
How Business Owners Use The Augusta Rule For Tax-free Income
The Augusta Rule, IRS Code § 280A, allows you to rent your home for up to 14 days without reporting the income on your taxes. In addition, your business can deduct the cost of renting the space as a business expense.
November 9, 2024
The Core 4 Portfolio, developed by Rick Ferri, is one of my favorite model portfolios for young accumulators & DIY investors due to its simplicity, diversification, and low cost.
October 26, 2024
Actively managed ETFs are rising in popularity. They attracted inflows of $27bill in September, bringing total 2024 inflows to a record $240bill. Let's take a closer look at this hot new investment.
October 24, 2024
Only 73 days left until the end of the year! Below are some tax savings strategies that you will want to take advantage of before year end.