What is EBITDA and SDE
What is EBITDA and SDE? EBITDA and SDE are important concepts to understand when considering the process of acquiring and…
Tax Loss Harvesting
Tax Loss Harvesting Tax loss harvesting is an investment technique that will assist you in controlling your taxes. The strategy…
Mega Backdoor Roth
Mega Backdoor Roth The Mega Backdoor Roth contribution proves to be one of the most powerful wealth building activities available.…
How Much Should I Have Saved?
"How Much Should I Have Saved?" How many of us can confidently answer this question? Throughout my career as a…
Back Door Roth IRA
In this video and article article, I want to highlight why a the back door Roth IRA contribution can be…
Yield Curve Inversion
Yesterday, the Dow, Nasdaq and S&P 500 all dropped around 3%. Important to keep perspective that the S&P 500 is still positive…
Investing or Gambling?
We spent Thanksgiving in Las Vegas. While I never thought my first trip to Sin City would be with my…
Did You Play The Lottery?
Last October, questions about Bitcoin started flying in. “What is this Bitcoin thing? Jack just told your dad he's made…
Uncertain About the Market? Do Less
The S&P 500 has set a number of all-time highs this year and is up just under 8% to date. New…
Passive Investing Bubble: Not so Fast
Disclosure: I wrote this piece about two years ago when I was practicing my financial writing. I am happy to…