The Sunday Best (7/25/2021)
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading … Read more
Using a 529 Account for Retirement Savings
Does it make sense to invest in a 529 plan to help fund your own retirement? This is a question … Read more
The Unknown Billionaire
Billionaires have dominated the headlines in 2021, tweeting about cryptocurrencies and meme stocks when they’re not busy taking their own … Read more
When “Professionals” Time the Market: A Case Study
One of the questions posed to any financial advisor requesting to advertise with us is a simple one. “Do you … Read more
Why Doctors Don’t Get Rich
I recently attended a weekend conference focusing on family, legacy, and wealth. There were a lot of rich people there, … Read more
The Sunday Best (7/18/2021)
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading … Read more
Capital Gains Tax: A (Mostly) Unavoidable Reality
There are, actually, several ways to avoid paying capital gains taxes. It’s just that most of them are things people … Read more
The Emergency Fund: It’s Still Useless!
After a year in which job losses ran rampant, goods became more expensive, and medical bills piled up for many, … Read more
SPAC vs. Traditional IPO: Pros and Cons of Investing in Each
When a private company decides to go public, there are several options for making the transition that allows for the … Read more
Money is Everything
I have a difficult time understanding the level of apathy that so many people have towards money. I’ve never held … Read more
The Sunday Best (7/11/2021)
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading … Read more
Do You Suffer from Someday Syndrome?
Yes, yes I do. Guilty as charged. I’ve never referred to it as Someday Syndrome, but I’ve often looked forward … Read more
Six Important Reasons Not to Retire Early
There are plenty of reasons to retire early. The fourth blog post I ever published on this site was titled … Read more
Cityfunds: Index-Type Investing for Residential Real Estate
Investors have flocked to index funds for stocks and bonds over the last decade or two, and I’ve been on … Read more
The Sunday Best (7/4/2021)
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading … Read more
7 Reasons Not to Have a 100% Stock Portfolio
If stocks tend to outperform most, if not all, asset classes, why bother owning anything else? A seasoned investor may … Read more
How to Know It’s Time to Retire
How will you know when it’s the right time to retire? It’s a personal decision with so many variables. Personally, … Read more
YOLO vs. FIRE: The Balance Between Saving and Spending
Can YOLO (You Only Live Once) and FIRE (Financial Independence, Retire Early) be compatible or will they forever be at … Read more
The Unspoken Risks of NOT Retiring Early
Yes, there are risks when retiring early, and people are quick to point them out when a person makes that … Read more
The Sunday Best (6/27/2021)
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading … Read more