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The 3 Types of Tax Diversification

The 3 Types of Tax Diversification

Nothing is certain except death and taxes. One of the most painful experiences is to lose your hard earned money to a tax trap. The...
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How to Optimize Your Habits

How to Optimize Your Habits

One of the lesser-known reasons investors fail to build a legacy is their habits outside of the financial markets. And it’s one of the most...
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How to Navigate the Raised Debt Ceiling

How to Navigate the Raised Debt Ceiling

On the 5th of June, the United States will raise its debt ceiling and make adjustments to its spending methodology. This is a tricky situation...
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Annuity Analysis – Pros, Cons, and Whether An Annuity is Right for You

Annuity Analysis – Pros, Cons, and Whether An Annuity is Right for You

When the financial markets scare you, annuities may seem like a protective wall. They offer you a stable source of income no matter how the...
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What’s It Worth – A Global Perspective On U.S. Currency

What’s It Worth – A Global Perspective On U.S. Currency

Is the dollar really dead? That’s all that seems to be in the news of late recent. Reports say that the dollar is losing global...
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Learn Before You Lead

Learn Before You Lead

When you notice that your money starts running out before the month ends, there are two usual suspects. You may need to change your spending...
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Artificial Intelligence – Revolutionary Chance or Historic Hazard

Artificial Intelligence – Revolutionary Chance or Historic Hazard

Artificial intelligence is disrupting our everyday life. Now with ChatGPT, the general public has access to a seemingly all-knowing chatbot. Students let it write their...
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All That Glitters – The Pros and Cons of Investing In Gold

All That Glitters – The Pros and Cons of Investing In Gold

Inflation is not only eating its way through our wallets. It’s also having a toll on our psyche and our outlook on the near future....
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The Bank Crisis – Thoughts and Perspectives

The Bank Crisis – Thoughts and Perspectives

The failure of Silicon Valley Bank worries not only their clients, but also every investor in the U.S. On one hand, it’s the biggest bank...
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From Active Doctor to Engaged Retiree with Dr. Ogletree

From Active Doctor to Engaged Retiree with Dr. Ogletree

Working in the health industry is not easy. Most of us only know the perspective of a patient, so complaining about doctors who only talk...
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2023 stock market thoughts

2023 stock market thoughts

The stock market seems turbulent and unpredictable right now. It’s high volatility is probably not going away soon. While this is discouraging, you are not...
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Is Diversification Dead?

Is Diversification Dead?

If stocks zig. bonds zag. This means that, if the stock market goes down, bonds go up. It’s common to diversify your portfolio by balancing...
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