Sitemap - 2025 - Yield to Maturity

Year in Review

“This is just like the dot-com bubble”

5 things I wish every 25-year old knew about money.

‘Tis the tax-loss harvesting season

Pre-tax or Roth?

50 years of mortgage payments.

Why the dollar losing value can be misleading.

Avoid the missteps.

A Genius Admires Simplicity

The best of the best.

Gen Z might not own homes but that doesn’t mean they don’t own assets.

Leaving a job? Here are the options for an old 401(k).

Leveraged ETFs are all the rage.

End of Year Planning Opportunities

An alternative way to borrow.

For argument’s sake.

An Equity Compensation Investigation.

What if it crashes?

Tax Advantaged Multiplied by 3.

The tax code favors the long-term investor.

Where will the market go from here?

Dividends… it’s time we had this talk.

A bear market is probably coming… at some point.

The future of wealth management and financial planning with Devin McCombs.

Ric Edelman just overhauled the 60/40… with crypto.

Is the 401(k) match really a free lunch?

The illusion of diversification.

The downsides to downside protection.

Secular Bear Market Remedies

The first $100,000.

Pay now, invest later, or invest now, pay later?

The Wolf in Sheep’s Clothing

The GOAT Plans to Step Down.

The evolution of investing.

Making Lemonade

Heightened volatility exacerbates most investors’ biases.

The math isn’t mathing.

The information age and markets.

You think you can time this market? Good luck.

Focus on what you can control.

Volatility is the gift that keeps on giving.

I am old now.

Why older generations cannot relate to Gen Z’s finances.

Opting for cheaper alternatives is usually pretty expensive.

Let’s get off the basics for a minute.

How to set yourself up for success.

The most slept on account in personal finance.

My thoughts on risk.

Setting the tone for 2025.