February 11, 2021

Wall Street – Love It or Hate It, Business Owners Need It

Wall Street can be a polarizing subject. Some make it their hobby, keeping tabs on each day’s market movements and trying to strike it rich with the next big thing. Others, like Occupy Wall Street, view it as a symbol of greed, excess, and corruption. However, when it comes to business owners, there is a love/hate relationship with the financial icon. In today’s post, I’m going to explore this relationship and reveal why business owners need Wall Street.
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? Understand the Pros & Cons

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!