Selling Your Small Business

Are you thinking about selling your small business and sailing into the sunset?  Have you poured blood, sweat, and tears into your small...

Alternative Investments – Private Equity

Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...

Health Savings Accounts (HSAs) – The Triple Tax Advantage Account

Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...

Alternative investments – Structured notes

Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...

REIT – Real Estate Investment Trusts

Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...

Donor Advised Funds: One Way to Optimize Your Giving

Do you have charitable intent?  Maybe you are already an active donor.  Do you generate a high annual income and want to take advantage...

Purchasing Power: The highs and lows

Purchasing Power With the inflation rate, anything Jerome Powell says, and interest rates at the top of everyone’s news feed lately,...

Mean Median and Mode: How they equate to your finances today

Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...

Artificial intelligence in Investing

Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...

Investing Metrics: Key Metrics Continued

This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...

Asset Classes: Understanding your investments

Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...

Should I pay attention to the Capital Gains Tax, and how will it affect me?

Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...