Market Update Global markets were off to a strong start for the first quarter. US, developed, and emerging markets were all positive. The prior 12-month returns are almost unbelievable. I had to cross reference my sources to make sure I was seeing things correctly. The US market is up over 60% from this time last…
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Writings
Ep. 7 | Investing Part 1: How to Allocate Your Portfolio
This is Part 1 of a mini-series on investing. How you allocate your money into asset classes is said to be the most important decision you will make as an investor. I’m here to tell you that is exactly wrong. We’ll discuss this and how we should be thinking about asset allocation. Today, we’ll…
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We Can All Learn a Lesson From Beethoven
I don’t think anyone would argue with me if I said that Beethoven was one of the greatest music composers of all time. And it’s fairly well known that Beethoven went deaf over the course of his life. When I read this about Beethoven’s life, I immediately think, “What a shame! Think of all the…
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Ep. 6 | Should I Be Panicked Over Owing Tax From a 2020 RMD Rollover?
It’s tax time! And this is the number one question I’ve been getting from people who redeposited their RMD from 2020. The CAREs Act suspended 2020 RMDs and people were allowed to put the money back in. Yet, people are getting 1099-Rs that’s saying they owe taxes! Is this true? And how do we handle…
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On Market Bubbles – Their Game is Up, Yours Is Still Being Played
In the last week of January, a small company stock shot up 500%. The retail store, GameStop, which sells video games and consoles, was caught up in a collective frenzy from an online community that led to billion dollar hedge funds needing emergency capital and Congressional hearings and probes. It’s definitely been no small thing,…
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Should I Delay Taking Social Security Even If It Means Withdrawing From My IRA?
If you’re evaluating when you take Social Security you might be asking yourself this: By waiting to take Social Security, I’ll get a larger benefit. But while I’m waiting, I’ll have to withdraw more from my retirement savings, which means I’ll miss out on the investment gains those larger withdrawals would have earned. Am I…
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