The most overlooked investment account is the Health Savings Account. These accounts were created for to help cover expenses for health care. Not only can you take advantage of tax-deductible…
Nobody likes paying taxes. When it comes to investing, taxes can be one of the most important considerations for someone trying to save for their future goals. There is a…
In this blog post, I want to highlight both the negative and positive aspects of how inflation impacts investments. It’s important to recognize that asset classes are affected differently by…
The popularity of a digital service, in most cases, is dependent on how many people ultimately wind up being customers. Metcalf’s Law states that the value or utility of a…
When a new technology innovation is introduced to society, it can take years for the new product or service to penetrate the market. Some of the limiting factors in the…
I get this question, and half kidding joke, from people who are skeptical or fearful about how the stock market works. Gambling and long-term investing are two very different things.…
Asset allocation, meaning the weighting of stocks, bonds, and cash an investor holds, is a very critical investment subject. There are a lot of tools out there that take basic…
These two characterizations may sound the same, but they are quite different. Let me explain why it is important to view a company separately from its stock. The overall stock…
There are many factors worth monitoring when following the stock market and economy. Economic data, geopolitical events, and quarterly earnings reports from companies are some of the most watched items…
Most private companies that want to become publicly traded utilize the initial public offering (IPO) route. However, another type of arrangement a special purpose acquisition company (SPAC) has gained popularity…