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Blog

Don’t Set It and Forget It

Ok, so you’ve bought into ignoring short-term market fluctuations, but it’s likely not that simple. In my experience the idea of investing for the long run can fade quickly when the market gets stressed.

Unlocking the Power of Diversification: The Key to Financial Success

It is unfortunate, but to understand why diversification works, we must understand a little math. This mathematical magic is the key to constructing a portfolio that your well-thought-out financial plan deserves: a beautifully diversified investment strategy!

Maxing and Relaxing

So, you want to live comfortably in your future years and you’re not so sure it’s going to happen. What to do? The best step is to maximize your savings. If you’re not already putting the most you can into your retirement accounts, consider starting now.

The Rising Price of A Good Time

How much will you spend in the future? This is an important question, and we can get nearly there by looking at your current expenses. However, the biggest determinant of your future spending is actually inflation.

Why SVB Is Important For Your Portfolio

On March 8th, SVB was trading at $267 per share. By March 10th, you couldn’t give your SVB stock away. Investors lost $16 billion in 2 days. It’s easy to say, in hindsight, that it couldn’t happen to you, but there are some 8500 employees who just lost tens of millions of dollars in their company stock.

How to Use Roth Accounts

I like to call Roth Accounts the “Never Taxed Again” account because you are taxed on the money you put in, but you are not taxed when you take it out nor are you taxed on the earnings.