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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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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 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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February 17, 2024

Lessons From Dish Network

Charlie Ergen, the co-founder and chairman of Dish Network, is in a tough spot. After amassing $26bill in debt, Dish has to shore up their balance sheet while trying to negotiate with its bondholders.

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February 10, 2024

Unclaimed Money

Keeping track of all of your accounts can be hard. If you have changed jobs recently, did you remember to rollover that old 401k to the new employer??

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January 14, 2024

Why You Need An Estate Plan

Without an estate plan in place, your assets will have to go through probate court. California has one of the highest probate fees in the country.

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