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How We SEE Risks
People tend to ignore risks until it hits them in the face. In investing, we fall in love with a stock that has gone up and don’t see the risks that could be underlying.
Can You Transfer Unused 529 Funds to a Roth IRA?
What rules and limitations apply when moving money from a 529 to a Roth IRA under SECURE Act 2.0? Get the details to make the most of your money!
Everything You Need to Know About Amazon Life Insurance for Employees
Amazon life insurance for employees is one of the most important benefits to help bereft families financially. Learn about related benefits here.
Reading Forecasts, Knowing They’re Wrong
Market forecasts? More like a guessing game. Even experts miss half the time. Don't chase predictions, invest wisely.
AI From a Philosophical Perspective
Gemini's AI image snafu highlights the ethical minefield of AI development. From filtering out bias to preventing manipulation, philosophical insights are crucial for building responsible AI.
Everything You Need to Know About Google Life Insurance & Death Benefits
Get the details on the Google life insurance and death benefits that factor into your compensation package here.
The Almighty S&P500
Even when the S&P 500 outperforms, diversification in your portfolio is crucial. Learn how balancing large and small-cap stocks can enhance your investment strategy.
The Not So Shiny Appeal of Gold
Gold's reputation as a safe haven investment might be overstated. Learn why gold's high volatility may not be worth the reward.
What is Google ETP and Should You Opt In?
What do you need to know about the Google ETP? Let us guide you to make the decision that is right for your portfolio and investment strategy!
Back-door Roth IRAs Simplified
Roth IRAs have become one of the most popular wealth-building strategies, and the reason is that they allow you to grow your money tax-deferred AND withdraw your money tax-free!
Medicare Surcharges: What They Are and How to Avoid Them
Can you avoid paying more for your premiums under the Medicare surcharge model? Learn more about how to mitigate your out-of-pocket costs here.
Investing Using Slogans
Investing gurus love throwing around catchy phrases, but do they translate to real results?
What if AI is a Dud?
The recent run up of Artificial Intelligence (AI) and AI adjacent companies has caught the attention of many types of investors.
Series I Bonds – Cash Out or Hold?
It was good while it lasted. Series I Bonds are looking average now that inflation has come down.
Why We Invest as if We Don’t Know, Part Deux
What if I told you that 2023 was not only one of the best years for stock market performance, but it was also historically one of the least volatile markets on record?
Simplified Form 709 Instructions
What should you know about Form 709 instructions? Walk through the process in this quick guide!
Gift Splitting Explained: An Overview, Tax Rules, and Examples
What are the gift splitting rules that can help you to be more generous in your giving as a couple? Learn more and see examples here!
Predictions Sure to Be Wrong - 2024 Edition
At the beginning of the year, I published my predictions that I knew would be wrong. I wasn’t admitting I was going to be wrong as a hedge, but I know that predicting the future is a fool’s game and I’m here for it yet again.
What Should You Do After Maxing Out Your 401(k) and Roth IRA?
Do you know what to do after maxing out a 401(k) and Roth IRA? Here are six clever ways to make the most of your wealth.
Disqualifying Dispositions in ESPPs
Participate in an employee stock purchase plan? Understanding the difference between qualifying and disqualifying dispositions can save you money and help you make smarter investment decisions.