Category: Financial Advisors

  • 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. […]

  • 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 […]

  • 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 […]

  • The Psychology of Investing

    The Psychology of Investing

    Keeping calm amid market turbulence. Join us on this webinar to discuss: What behaviors to watch out for. The impact they can have on your wealth. How to minimize the impact of emotions on your investments. Reach your financial goals with your mind at ease. At the end of the seminar, you will learn about: […]

  • Mistakes Federal & City Employees Make Before Retirement

    Big government agencies, cities and municipalities are becoming larger and financially unsustainable.  Many jobs performed by humans are being eliminated.  As an employee of a government entity, it’s important to insulate your retirement against the impending robot revolution. Here are 4 common mistakes before retirement to avoid:   # 1 – Pension Equals Security The most […]

  • Top 401k to IRA Rollover Mistakes to Avoid

    Every year people do spring cleaning at their homes.  The cleaning is to sort, organize, get rid of things, and sometimes repair old items.  Just like your house, financial portfolio reviews need to be done periodically.  Although they are reviewed, there are common 401k to IRA rollover mistakes to avoid. Accumulating 401k’s The days of […]

  • Are All Fiduciary Financial Advisors Equal?

    In the 80’s Smith Barney a very large financial investment firm used to run TV commercial advertisements that were targeted toward savers and small business owners. The commercials would have an older gentleman saying, “We earn money the old fashion way, we earrrn it!”. Its a very iconic commercial because it portrays to investors that […]

  • The Importance of Crypto in Portfolios

    The Importance of Crypto in Portfolios

    We are now seeing how important crypto is within portfolios. Being a non-correlated asset, crypto investment vehicles are being created by major financial institutions. Guggenheim is registering with the SEC a new fund for financial advisors and asset managers. Cryptocurrency, Digital Assets, or Virtual Currency Investments. The Fund may seek investment exposure to cryptocurrency (notably, […]

  • COVID-19 & Teacher 403B Retirement Savings

    I was doing my normal daily routine of looking at news and emails this morning when I came across a Reddit post about a teacher that resigned.  The teacher had asthma and a partner with heart issues.  The school was unwilling to work with the teachers need for telecommuting.  So, the teacher resigned.  Where’s the […]