Treveri Capital

Get Started
Events
  • SERVICESServices
  • BLOGBlog
  • ABOUTAbout
  • CONTACTContact
  • LOGIN
    • Interactive BrokersInteractive Brokers
    • Get Life Quote
    • Health Insurance

Guided Financial Empowerment

  • How Safe is Your Cash?

    Bank Alternatives for Cash Sometimes cash is like an egg and you just want to sit on it to protect it as a safety net. Save it for a rainy day. But, how safe is it to sit on cash? It’s not like you want to intentionally shatter your precious eggs, right? During times of […]

    March 14, 2023
  • 5 Ways Life Insurance Can Help With Living Benefits

    Life insurance policies can also provide living benefits, which allow policyholders to access their death benefit while they are still alive. Here are 5 ways life insurance can help with living benefits: 1.       Covering medical expenses: Life insurance with living benefits can help cover medical expenses, such as those associated with a critical illness, chronic […]

    February 21, 2023
  • The New Income Investors

    The gift of income has been years in the making. From a 2% world to “real” yield. The yield race is on. Recently we saw the 6 month US Treasury yield hit 4.99%. We now see the 1 year US Treasury hit 5%. Why is this important? For fixed income investors, this is a godsend. […]

    February 17, 2023
  • Crypto Staking Alternative Investing

    Crypto staking is a newer type of investment strategy that started in the crypto mining world of proof of stake (PoS) and proliferated.  It’s pretty simple.  Hold an amount of a PoS crypto asset while validating a block and get rewarded for securing the new block.  This income strategy got popular and eventually made it’s […]

    February 11, 2023
  • The Medicare Maze

    Welcome to the world of Medicare. Its an interesting maze. Like a mouse maze, Medicare has different paths. Some dead ends, others successful. Although Medicare is difficult to navigate, there is an ability to plan a successful health care plan at age 65. Life is about planning and goals. This was taught when we were […]

    October 20, 2022
  • Best Time to Backdoor a Roth IRA

    Bears are interesting animals. Bears are known to walk slowly but can be ferocious. If you’ve ever seen the power of a bear, you’d know what I mean. A perfect example of the power of a bear is the Hollywood movie scene “The Revenant” with Leonardo DiCaprio1 playing Hugh Glass getting mauled by a bear. […]

    August 25, 2022
  • Dragflation

    A combination of a dragging economy and inflation is Dragflation. But there are benefits. Our economy is dragging. With about 40,000 layoffs1 for 2022, the US recession is here.  With these employee layoffs, more companies will announce more automation with robots and artificial intelligence (AI).  We see this currently with Amazon Q2 earnings as they […]

    August 16, 2022
  • Unicorn Layoff & Employee 401K IRA Rollover

    The rollercoaster ride of being in a tech startup can be exhilarating. Employees all have a ticking desire to change the world with energy and buzz in the work place atmosphere. Although the ups are good, the downs have some rough turbulence on employees. Startups are like rocket ships, after a few booster engines the […]

    June 20, 2022
  • High Earner Not Rich Yet (HENRY) 4 Financial Tips

    Economic cycles come and go. The ups and downs are similar to trying to soothe heartburn. The ups and downs can be compounded when being a high earner and not yet rich yet (HENRY). HENRY’s usually make income from $100k to $300k.  Although HENRY’s pay some of the highest taxes, there are ways to make […]

    May 2, 2022
  • $100,000 Bills, Bank Accounts, & Inflation

    During the Depression of 1934, the US issued a $100,000 gold note with President Woodrow Wilson on the front. It was used for Federal Reserve transactions. When the value of the US Dollar is in flux, how do you ensure your money is safe?   During inflation, a long term bank savings account may not be […]

    April 6, 2022
1 2 3 4
Next Page→