Blog

Image for The Solo 401k

May 11, 2024

The Solo 401k

If you are a business owner and your only employee is yourself, you can save a massive amount in taxes by opening a Solo 401k plan. These plans can be setup at a reputable firm like Charles Schwab, and often have low/no fees.

Learn More

Image for Time In The Market > Timing The Market

May 4, 2024

Time In The Market > Timing The Market

The human brain is laughably terrible at being able to correctly predict when you should buy and sell investments. Here are some fun facts that show the benefit of staying invested for the long term.

Learn More

Image for Money Avoidance

April 27, 2024

Money Avoidance

Money Avoidance - Not wanting to look at your financial situation, over fear of shame or guilt about what you may find. You are not alone.

Learn More

Image for The American Dream

April 20, 2024

The American Dream

From 1980-2023, the U.S. housing market returned 8.6% while the S&P 500 returned 14% when including dividends.

Learn More

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?

Learn More

Image for Market Timing

March 30, 2024

Market Timing

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

Learn More