Business

Cheap, Fun, And Practical Buys With Your Stock Market Returns

With another strong year in the stock market, it’s time for investors to celebrate! While marveling at the growth of…

Read More »

The Biggest Financial Misconception About Applying To College

After speaking to dozens of parents, a principal a couple of times, and a financial aid officer, I’ve determined the…

Read More »

Capitalizing On The Return To Office: Big City Real Estate Insights

Real estate is inherently local, with property values closely tied to the economic drivers and characteristics of specific regions. While…

Read More »

2025 Housing Price Forecasts: Continued Strong Gains

Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The…

Read More »

Wealth vs. Morality: The Dilemma of Profiting From Sin

Sin—actions deemed morally wrong or harmful—can be difficult to resist, especially when money is involved. A hefty paycheck or a prestigious…

Read More »

Boldin Financial Planner Review: Financial Freedom Made Easier

I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership…

Read More »

Maximizing Tax-Free Income and Withdrawals In Retirement

There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront…

Read More »

2025 Wall Street S&P 500 Forecasts Are All Bullish – Uh Oh!

The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven’t…

Read More »

How One Lucky Financial Break Can Change Everything For Good

I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial…

Read More »

The Santa Claus Rally Phenomenon And Its Origins

The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the…

Read More »