Investor pro tip: most investments that are pitched along with a free steak dinner deserve more than a quick once over before you sign on the dotted line. Chances are those investments work out better for the one selling them than they do for the […]
Read MoreMega Backdoor Roth: Is It Available and Right for You?
The Roth IRA was originally established in 1998 through the Taxpayer Relief Act of 1997 and originally allowed investors the opportunity to contribute $2,000 per year. The benefit of the Roth IRA would not allow for an immediate tax deduction (unlike its Traditional IRA cousin), […]
Read MoreIRMAA & SSA-44: Navigating the Social Security Administration
At the end of each year a large question mark looms around a key expense for households; health insurance premiums. For most, health insurance premiums can be managed by moving between insurance carriers, adjusting coverages, or even relying on government subsidies. But for individuals on […]
Read MoreIs Inflation Here to Stay?
With an unprecedented amount of liquidity added to the global economy by the Fed and other central banks after the COVID-19 lockdowns, many have warned of hyperinflation. There’s no doubt that prices are going up all around us. Home prices have soared and, with an […]
Read MoreWho did what? Lessons From a Billionaire
Before this month very few people have ever heard the name Bill Hwang. Hwang began his career at Peregrine Securities as an equity salesperson. While there Hwang met legendary investor Julian Robertson, founder of Tiger Management and one of the greatest investors of all time. […]
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