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Image for Passive Income Vol. 3: Preferred Stock

April 13, 2024

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?

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March 30, 2024

Market Timing

"Stocks are so expensive! I can't invest now!" - Everyone

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Image for The Fixed Income Fallacy

March 23, 2024

The Fixed Income Fallacy

My advisor picks the best bond funds. These portfolio managers can add alpha because bonds are less liquid than equities.

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Image for Passive Income Vol. 2: Municipal Bonds

March 16, 2024

Passive Income Vol. 2: Municipal Bonds

Tax-free income and protection of capital?!?!… Its not an IUL, its municipal bonds!!

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March 9, 2024

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.

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Image for Passive Income Vol. 1: REITs

March 2, 2024

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.

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