Investing

Buy prior to 2021. Sell in 2021. That was the simple secret to my recent success in real estate. It … Read more

Many members of the Doximity medical professional network were given the opportunity to invest in the recent Doximity IPO with … Read more

The term “passive” has achieved buzzword status when it comes to income and investing. Earn passive income! Passive investing is … Read more

If you feel like you’ve been brow-beaten with the message that index funds are the investment of choice, you’re not … Read more

You’ve likely heard about the magic of compound interest, and it really is something to behold when you see it … Read more

Fair or not, it’s a well-known fact that passive income is taxed at lower rates than earned income. I used … Read more

I want to thank Linda Meltzer for her bravery in sharing her story of losing a whole bunch of money … Read more

When is it time to say goodbye to your financial advisor and start DIY investing all on your own? You’ve … Read more

There are so many different ways to invest in real estate. I used to think of real estate investors as … Read more

If you’re not investing in an HSA, you’re missing out. You’re also far from alone. In fact, by far and … Read more

I spend a lot of time demonstrating how to invest in a sensible, reasonably safe way. Diversify, keep fees low, … Read more

Does it make sense to invest in a 529 plan to help fund your own retirement? This is a question … Read more

One of the questions posed to any financial advisor requesting to advertise with us is a simple one.  “Do you … Read more

I recently attended a weekend conference focusing on family, legacy, and wealth. There were a lot of rich people there, … Read more

After a year in which job losses ran rampant, goods became more expensive, and medical bills piled up for many, … Read more

Today’s guest post comes from Fred Leamnson from the Money Mix website. I met Fred briefly at FinCon, and we’ve … Read more

Investors have flocked to index funds for stocks and bonds over the last decade or two, and I’ve been on … Read more

If stocks tend to outperform most, if not all, asset classes, why bother owning anything else? A seasoned investor may … Read more

While I sometimes like to get things just right — that’s the optimizer in me — most of the time, … Read more