Tony Hsieh, the former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months before, Hsieh retired from his position as CEO of Zappos with...
What Financial Challenges Could High Earners Face During the Biden Administration?
With the new administration, high earners may be wondering how the Biden presidency will affect them financially. Until Biden begins enacting changes, we won’t know. But based on his official campaign platform, past interviews, and...
Lessons Learned from the Gamestop Run
“You can’t invest without trading, but you can trade without investing. … Thinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after...
Investing for Retirement Income: Straw, Sticks, or Bricks?
If there were an appropriate analogy for investing for retirement, it would be the classic fable of The Three Little Pigs. As you may recall, those three little pigs tried three different structures to protect...
A Guide to Dividing Your Estate Unequally
Dividing your estate among family can be complex and, at times, difficult. Nevertheless, not having a will may lead to more complications and is ultimately irresponsible. Quite often, equally dividing assets among children makes the...
What Is Fiduciary Investment Advice, and Why Does It Matter?
Is all investment advice equal? Seems like an easy question to answer, right? We assume that someone who is providing financial advice knows what they’re talking about. Problem is that isn’t always the case. In...
The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
When we think of financial health, a few things might come to mind. We may think of our own financial status, our investments, the Dow Jones Industrial Average performance, the stock market as a whole,...
Eight “Best/Worst” Wealth Strategies During the Coronavirus
The utility of living consists not in the length of days, but in the use of time. — Michel de Montaigne For better or worse, many of us have had more time than usual to engage...
Sustainable Investing to Support What Matters to You: 5 Tips to Get Started
As social consciousness is becoming a more vital part of many Americans lives, investors are wanting to do more with their money than just simply invest. While making money to meet future goals is the...
Learn How Doctors Can Save Thousands Per Year With HSA Contributions
A Health Savings Account (HSA) can provide doctors an efficient way to save. The key benefit of an HSA is that it enables physicians to put away a portion of their paycheck without being taxed...