Retirement Insights
Making sense of taxes, markets, and retirement planning.
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Fairy Tale Portfolios: Investments You May Want to Avoid
/ March 15th, 2018
When it comes to the way you invest your hard-earned cash, you have a big choice to make. You can: A.) earn the most money possible via a solid investing strategy, or B.) enjoy and consistently rehash a neat little fairy tale about a mighty investing wizard doing magical and fanciful things with your money. Unfortunately,
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Why the Stock Market Plunged
/ February 6th, 2018A colleague on Twitter said it best: Everyone wants a fancy sounding reason for why the stock market goes down, but sometimes it’s as simple as ” because it went up a lot”. — Cullen Roche (@cullenroche) February 6, 2018 In case you missed it, the Dow dropped 4.6% yesterday, or 1175 points. It was
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What is Bitcoin and Should Retirement Savers Invest in It?
/ November 21st, 2017
What is Bitcoin and should you invest in it? I’m answering both of those questions today, in plain English! My goal is to help retirement investors make an informed decision about investing in Bitcoin. So if you want to learn about this asset class and decide if it’s a good fit for your portfolio, this
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Roth 401(k) vs. Traditional 401(k)
/ November 18th, 2016
If you got a tax refund of $4,500, would you spend it or invest it? If you’re like most people, you’d be thrilled to see that cash land in your account. It could pay for an awesome vacation or wipe out some credit card debt. But if you’re also investing in a 401(k), that $4,500
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A Simple Guide to College Savings Plans
/ August 17th, 2016
Why should you consider college savings plans? $440,223! That’s why! $440,223 is the estimated cost to send my unborn child to my alma mater – The University of Arizona – in 18 years. It’s also close to the median home price in San Diego. Here, see for yourself and share in my misery:
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San Diego Real Estate: Better to Buy or Rent?
/ July 25th, 2016
While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience. And let me tell you, I don’t really hold back – especially when my life experience might help a client avoid a huge mistake. One
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Financial Success is NOT a One-Day Tournament
/ March 1st, 2016
I was listening to an interview with John Maxwell earlier this week. John is a renowned author, leadership coach, and an avid golfer. During the interview, he was asked about some of the biggest life lessons he has learned playing the sport of golf. His response began with reasons why professional golf tournaments are played over
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