Broker Check


This is the space for me to provide up-to-date commentary on the latest financial news as well as any other random thoughts I have or submitted questions that I think would benefit us all. 

Thursday, April 11, 2024

Are you confused about IRA tax implications? Roth vs Traditional? RMDs? State and Federal taxes? We cover all things related to tax treatment of these popular retirement accounts.

Tuesday, February 6, 2024

Should you invest in a Roth IRA or Traditional IRA? In my last blog post I went over the differences between active and passive investing. I figure this week I will continue my "debate series" by going over another decision that many...

Tuesday, January 23, 2024

I go through the common debate around active investing and passive investing. I discuss the pros and cons to each as well as how each can fit into your personal strategy.

Tuesday, January 16, 2024

Every wonder what bull and bear markets mean? I dive into the definitions of these investing terms that for some reason have animals names to help you understand their impact and what you can do to navigate them.

Tuesday, December 26, 2023

Alas, 2023 is coming to a close Review your budget Check Out Real Estate Investing Review Your Current Investing Strategy Embrace Technology Top off that Emergency Fund Investing Real Estate Investment Options Reach out to a Financial...

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Monday, December 11, 2023

How you ever wondered if you could retire early? I dive into the topic of Financial Independence, Retire Early (FIRE) to see how realistic it is and what you could to to give yourself a chance to retire before traditional retirement ages.

Thursday, October 26, 2023

Health Savings Accounts (HSA) have become more popular with the rise of high deductive health plans (HDHP) from many employers. I go through why these can be used an triple tax advantaged investment account.

Tuesday, October 3, 2023

With student loan payments resuming it is a good time to revisit the best ways to attack this form of debt and efficient ways to get it out of your life.

Thursday, August 31, 2023

Stoicism is a philosophy for life but the core principles have a lot of overlap with solid investing principles.

Tuesday, August 29, 2023

Ever wonder where to park your money if you have a wedding in a year? Want to buy a house in 3 years? I go through the different options for you when your time frame is under 5 years.

Tuesday, July 18, 2023

All the juicy details around the question, "how much should I be saving for retirement?"

Wednesday, July 12, 2023

I am going to sprinkle in some basic financial concepts into my blog that I feel like will be helpful. Up this week: the Rule of 72. What is the Rule of 72?Have you ever wondering how long it will take to double your money on an...

Friday, July 7, 2023

What is risk? In investing, typically people think of the chances

Thursday, June 29, 2023

The question around if and when someone should purchase a home could be split into two part; the objective and subjective. Objectively, we can look at interest rates, current costs of houses, what inventory of homes is currently...

Tuesday, June 13, 2023

Few topics have garnered more weight in the financial news recently than inflation. You may have noticed that often included in this conversation in the federal government's attempts to bring it down (sometimes up) to the goal, which...

Monday, May 22, 2023

There have been several high profile bank failures so far this year (Silicon Valley Bank, First Republic Bank, and Signature Bank). Should we be worried? I don't have the answer but I do have some facts to consider.