Investing During Election Years
For investors navigating the stock market during election years creates a lot of anxiety. The heightened political uncertainty and the...
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Wayne Jordan
May 8
If it sounds too good to be true....it is.
I want to share what is probably my all time favorite pitch email. As an advisor I get emails like this daily. Usually they're portfolio...
Wayne Jordan
Apr 30
Crashing Waves Become Ripples on the Horizon
Spring break season is in full swing and summer vacations aren't far off. This got me thinking about an ocean metaphor we use a lot to...
Wayne Jordan
Apr 25
Are small-cap stocks worth it?
Why you shouldn't be giving up on small caps!
Wayne Jordan
Apr 16
Tax Changes/Sunsets coming in 2025
Tax changes scheduled to go into effect at the end of 2025, and how they may impact you.
Wayne Jordan
Apr 10
2024 Eclipse...where was the market during the last eclipse?
Hopefully on Monday you got outside to get a good look at the eclipse no matter where you were (with glasses on of course). Events like...
Wayne Jordan
Apr 1
Last Minute Tax Savings Ideas
Tax deadline day is approaching and with that I wanted to share some tax-saving strategies. These are all common actions we take to...
Wayne Jordan
Mar 27
Bitcoin ETFs
Bitcoin ETFS - Should you add them to your portfolio
Molly Jordan
Feb 6
Record Highs
The stock market has hit record highs a couple of times so far in 2024. This causes different reactions to investors. Some rejoice in the...
Michael Dayoub
Feb 1
Dimensional Fund Advisors webcast: "Riding the Wave"
Federal Debt, Election 2024, Inflation, The Super Bowl, supply chain disruptions. How to put these events into perspective, courtesy of...
Michael Dayoub
Jan 31
FAFSA delays
First-year college parents aren't being given much time to decide between schools this year.
Wayne Jordan
Jan 25
Don't miss the last double: the Rule of 72
In the world of investing there's a nifty rule that simplifies the complex concept of compound interest – the Rule of 72. This rule...
Michael Dayoub
Jan 22
Phone bill bragging: $26.50/month
Clark Howard exhorted me to buy my phone directly and use a prepaid plan. Much cheaper than buying a "free" cell phone from the phone...
Michael Dayoub
Jan 17
How to get out of a timeshare?
This post from Clark Howard has some good ideas for how to get out of a timeshare -- along with his I-told-you-so Never Buy A Timeshare! ...
Wayne Jordan
Jan 11
Are Leveraged Funds Worth It?
What are leveraged funds and are they the right choice for investors
Michael Dayoub
Jan 10
FEMA flood insurance revamped pricing completed in 2023
In April of 2023, the National Flood Insurance Program completed its revamping of pricing for flood insurance. Premiums for all...
Michael Dayoub
Jan 4
Hey ChatGPT, what's a good investment that could profit from dramatic climate change?
I wondered what Bing AI (Chat GPT, from Microsoft) would tell me if I wanted to shape my investments to profit from a rapid acceleration...
Molly Jordan
Jan 3
Lessons from Last Year
Last year was filled with unnerving headlines: inflation, rising interest rates, collapse of Silicon Valley Bank, geopolitical unrest in...
Wayne Jordan
Dec 22, 2023
The Market is a Test
The Stock Market can really put your patience to the test.
Michael Dayoub
Dec 18, 2023
Bloomberg warns about 401(k) rollovers to annuities
Bloomberg headline: "Retirement Savers Are Getting Ripped Off" Synopsis: The year we retire might be the only time some investors ever...
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