Investing

The Roth IRA is our industry’s equivalent of the multi tool. You can do a lot with it. And you can fund it a lot of different ways.

Whether you’re trying to stabilize your finances, or maximize your opportunities, you are wise to keep a respectable margin for error.

It’s simple (and oh so hard) to admit that you don’t know everything, and to humbly lean on the wisdom of others.

Making money in the bear market: when the market goes down, it’s amazing how fast and hard it come roaring back.

The only thing “transitory” about inflation is the public’s decreasing acceptance of the Fed saying that inflation is transitory.

We are entering a world in which CDs are no longer the safe haven some might have imagined them to be.

At its simplest terms, the market has two rules for making money: Buy low, and sell high. The simplest way is to have access to cash.

We don’t ask our clients to do anything that we wouldn’t do, and I’m in some shoes that many others are in, so this might be helpful.

We like to create plans with built-in margins of safety, so that you don’t have to worry about any potential obstacle to your success.

Hey, Friends! Take a look at my top 25 recommended titles of 2020 with summaries and reflections!