How to Reduce Your Investment Taxes
An explainer on the best way to reduce taxes on your investments. Also, answering listener questions about what to do with a massive inheritance and about tax-gain harvesting.
An explainer on the best way to reduce taxes on your investments. Also, answering listener questions about what to do with a massive inheritance and about tax-gain harvesting.
Bitcoin is clearly the most popular cryptocurrency currently in the market. But its success won't last. Here are the reasons why.
I Bonds have some unique features, and now that inflation is rising, plenty of people are getting excited about them. Here's what to know.
Private equity firms have already entered the world of media chains and medical practices. Now, they're acquiring tons of rental homes. Could this be a disaster?
Answering listener questions about paying off debt vs. investing and the new tax bill in Congress. Also, an interview with The Peak Group's Joe Ollis to talk about a new REIT fund for the WCI community.
Answering listener questions about retirement, with topics surrounding Roth IRAs, risky bond options, and what to do about high inflation.
Answering listener questions about real estate investing, 457 plans vs. taxable accounts, the Mega Backdoor Roth IRA, and details on the WCI 401(k).
There are only so many ways to write about using low-cost, broadly diversified index mutual funds. For the financial media, they have to sell ads in other ways. You should be aware of that.
While meme stocks might be fun to read about and to follow when they're going to the moon, here's why you should take caution.
Discussing all kinds of retirement accounts and what the maximum contributions for those are. Also answering listener questions about solo 401(k)s and active bond funds vs. index funds.
Are annuities good for your portfolio, or should you avoid them at all costs? Here's everything you need to know about annuities: the good and the bad.
What should you do with legacy holdings you no longer want? Sell them and pay the taxes? Hold them for a while longer? Here's our advice.
Despite the Nifty Fifty or the success of FAANG, picking individual stocks is a huge risk. That's why we're making the case for mutual funds.
Too many investors have never taken Investing 101. Here's your chance. Learn it from me or learn it in the school of hard knocks, but you will learn it.
Lifecycle funds provide professional management and instant diversification. Most investors should steer clear anyway for these seven reasons.