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Who Benefits from an IPO? (Hint: It’s NOT the Investors!)
Are you thinking about jumping in and investing in the latest “initial public offering”? Here’s why I advise you to say NO to the IPO.
Timing Isn’t Everything – Why I’m NOT a Fan of “Tactical Asset Allocation”
In spite of all the evidence to the contrary, many people continue to believe they can time the market. Read on to find out why I see these folks making a HUGE mistake.
Financial Freedom Tips (Video) – Qualified Charitable Distribution
A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.
Monday Morning Motivation – Understand
Are you doing all you can to understand others’ perspectives and situations?
Financial Freedom Tips (Video) – Paying Debt with a 401(k) Loan
Looking to pay off large debt with a 401(k) loan? In this 5-min. video, learn all the details about how it works—including specific benefits and risks.
Quarterly Market Review – Second Quarter 2019
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for April – June 2019.
