Category: Investing

Diversification

Are you wondering why your diversified portfolio has not performed as well as the U.S. stock market (S&P 500) lately? If so, let me ease

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SEP IRA vs Solo 401k

If you can relate to any of the following scenarios then this blog post is for you: You are a one (or multiple) owner company

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The Annuity Nightmare

Have you ever had the thought, “Should I buy an annuity?” If so, you’ll appreciate this actual client story. A client of ours purchased an annuity

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Tax Efficient Investing

Tax efficient investing is likely something that has crossed your mind.  After all, who doesn’t want to save money in taxes. There are two strategies

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