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Business
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…
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Business
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…
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Business
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…
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Business
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…
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Business
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…
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Business
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…
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Business
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…
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How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck – around 60% – 70%. If we fail…
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Business
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…
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Business
Mega Backdoor Roth IRA: Supercharging Your Retirement Savings
Ever since I started saving for retirement in 1999, I’ve been a proponent of tax-deferred retirement vehicles like the 401(k)…
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