There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Your investing questions answered! Topics covered include how to calculate ROI, using a UTMA account, TIPS allocation, and dollar-cost averaging vs. lump sum.
The self-employed have plenty of options for retirement savings: an i401(k), SEP IRA, HSA, Defined Benefit/Cash Balance plans, etc. Which is best for you?
How should you manage inherited retirement accounts? Also questions about inflation, refinancing student loans before Oct.1, SEP IRA's to backdoor Roths, choosing a specialty, and more.
SPACS are "blank check" companies buying private companies they take public. Here's why my investment dollars won't be joining the frenzy.
I thought the Backdoor Roth IRA was so simple nobody would screw it up. Boy was I wrong. Here's how to get it right and make contributions a simple task.
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The Coffeehouse Investor philosophy is essentially simplifying your investment portfolio for better returns so you can focus on living. We discuss elder care financial planning, crypto, factor investing, advisors, mistakes, and lots more.
Here's how a small, partner-run practice plan can implement the mega backdoor Roth 401(k) strategy to their ERISA 401(k) plan.
Does Cathie Wood have a crystal ball? Should you buy Ark Funds? Find out now!
If you're behind on retirement savings use these strategies to quickly get caught up. Also talking about creating your own index fund, pro-rata rule and 457 plans, DINKS and lots more.
FOMO can lead investors to do some very dumb things with their money. Here's what you need to know to stay the course.
Here's how to calculate your required minimum distribution and reduce your fear of potential RMD tax burdens.
Discussing a few of the risky things people are doing to chase higher yields. Also talking about choosing between mega backdoor Roths and 457Bs, duration risk with TIPS, and lots more.
Interview with Dr. William Bernstein discussing his new book, The Delusion of Crowds. Also talking crypto, tech, bonds, ARK funds, SPACs, and lots more.
Regardless of gender, investors can improve performance by learning lessons found within the research on female investing behaviors.
Assuming that account balances at market highs or lows are really what you own leads to poor financial decisions and should be avoided.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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