Newsletters
Bond Basics: Understanding the Ins and Outs of the Bond Market, Part 2
Today we dive into bonds! Learn about the advantages and disadvantages of U.S. Government, municipal, and corporate bonds, so you can better understand your investments.
Read MoreBond Basics: Understand the Ins and Outs of the Bond Market, Part I
Today we dive into bonds! We explain bond terminology and show you how to calculate yields, so you can better understand your investments.
Read MoreQuarterly Market Review – Second Quarter 2022
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 2022.
Read MoreTaxes: How Low Can You Go? (A Primer on Tax Deductions)
Today we dive into tax deductions! We clarify and compare above-the-line vs. below-the-line deductions, so you can lower your tax bill.
Read MoreWhy Market Timing is NOT a Good Idea
With the market down, lots of folks are wondering about “timing.” Read on to find out why this is NOT a good idea.
Read MoreAll About Exchange-Traded Funds or ETFs! (vs. Mutual Funds)
Today we dive into ETFs, the new kid on the block! We compare ETFs with Mutual Funds, so that you can better understand your retirement accounts.
Read MoreThe Stock Market is Never Average
Everyone wants to know what the market returns on average. The answer is this: it does NOT return the average! Read on to learn what to expect.
Read MoreAll About Mutual Funds! (vs. Exchange-Traded Funds or ETFs)
Today we dive into mutual funds! We clarify 5 advantages and 3 drawbacks, so that you can better understand your retirement accounts.
Read MoreCapital Gains Tax: Think Creatively When Selling an Investment Property!
Today we dive into investment properties—and demystify the 1031 exchange, which can protect you from huge capital-gains tax bills!
Read MoreIs it Time to Sell?
All too often I hear, “Should I sell, or should I hold?” That’s the wrong question to be asking. Read on to find out the right question!
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