ESG Investing Several years ago, I talked about Environmental, Social, and Governance investing (ESG). With some hindsight, we can now have a […]
Westward Yo! Good news for all of you that have spent sleepless nights worrying about the state of my various vehicles since […]
Finding your “Why” Regarding Personal Finances How many of you feel the Global Shutdown changed your priorities—financial or otherwise—over the past two years? Just know, you’re […]
Converting a Traditional IRA to a Roth IRA With a traditional IRA, funds contributed are not taxed until funds are withdrawn from the account. Both contributions and earnings […]
The Oracle of Omaha and the Loquacious Lama of Lake Wales Investing: It’s either impossibly tricky or simple as pie, depending upon your frame of mind, but what about details like inflation? […]
How to Deal with a Down-Trending Market You may or may not be one of those people who check your investment account often in a down market […]
Taxes and Roth Conversions I have so many exciting things to talk about this month, I was having trouble deciding which to choose for […]
Do Dividends Matter? (Dividend Investment Strategy Revisited) April is Financial Literacy Month which is the perfect time to write a blog on dividend investment strategy. Stock dividends […]
Remember the Difference between Investing and Entertainment Hey, the market has been a little choppy since about last August, did you notice? Yeah, it’s been hard to […]
Bear Markets Bring Opportunities I hope you were able to hear Brian Wesbury, Senior Vice President and Chief Economist with First Trust Portfolios, LP […]
Will the Proposed Tax Increase Affect You? The proposed tax increase will likely impact most wage earners directly or indirectly. Those living off their investments will also […]
Annual Financial Wellness Checkups & Second Opinions Having a career in the health and wellness industry yourself, you certainly understand the importance of routine health checkups to […]
