December 3, 2020
Assuming The ROI

Assuming An ROI for Your Wealth Gap Calculations

Whenever we talk about calculating our retirement wealth gap, a common question comes up. This is the question of investment assumptions. What should we assume for our ROI when making these calculations? This can be a complicated issue because one of the ways to find the answer is to look at historic data across market indices.
December 1, 2020

How to Calculate The ROI on Investment Property

As we continue our deep dive into bridging the retirement wealth gap, I want to take a look at a subject that affects so many of us. There are so many people who deal with this type of asset that it is one of the largest types of asset holdings in the investment world. I am speaking, of course, of real estate. Up to now, we’ve tackled how to calculate our wealth gap, business ROI, and even taxes at the time of sale. But in today’s entry, we will focus on how to calculate the ROI on investment property.
February 21, 2020
Is gold a good investment in 2021

Is Gold a Good Investment for Me in 2021?

We’ve all heard and seen the “buy gold” advertisements on radio and television. Usually, a paid celebrity will talk about how “bad” the markets can be and then pitch a gold product. The question is, how much attention should we give to these ads? Is gold a good investment? They tell us if the stock market crashes, this is one investment that won’t go belly up. However, gold is always compared to stocks, not fixed incomes like bonds.
December 23, 2019
Real Estate Investing indepth

Real Estate Investing – An In-depth Guide

Lately, we’ve been taking an expansive look at the world of investing – basic investment strategies, retirement accounts, risk tolerance, etc. In today’s article, we’re going to explore all sides of real estate investing, including when, where, and why to invest. So get comfy, grab a slice of pizza, and join me on this deep dive into real estate as an investment.
December 10, 2019
which are best active or passive mutual funds

Should I Invest in Active or Passive Mutual Funds or ETFs

I get asked about today’s topic on a pretty regular basis so I thought now would be a great time to discuss active and passive mutual funds and ETFs. I am including exchange-traded funds because, in recent years, some ETFs have become active. In today’s blog, I am going to explain the difference between active and passive funds as well as some of the pros and cons of investing in these types of funds. Whichever one is right for you, let’s make the choice a financially simple one!
December 3, 2019
Investing in Mutual Funds

Investing in Mutual Funds: A Comprehensive Guide

Over the past couple of months, I have focused a great deal on uncovering some of the mystery and complexities of investing. Today, I’d like to continue that idea by taking a look at mutual funds. This is a subject that is very complex and a simple Google search of the topic yields millions of search results. Obviously, neither of us has that much time on our hands so let’s just keep this simple. Join me as I simplify the complex world of investing in mutual funds.