Investing

First-world problems are a frequent source of discussion here, and today’s post on dual high-income couples is no exception. While

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

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

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

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

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

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

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

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

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

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

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

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

When a private company decides to go public, there are several options for making the transition that allows for the

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

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

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

Prices are rising all around us. Gasoline, real estate, rent, groceries, you name it… there is an excellent chance you’re

We spend a lot of time talking about building up our retirement accounts, investing the money, and growing our wealth.

Real estate has seemingly been on a tear lately, with housing inventory quite low and prices rising rapidly. The S&P