Dollar Cost Averaging: A Strategic Approach to Investing
Dollar Cost Averaging can be a valuable tool in your investment strategy, helping you stay on course toward achieving your financial goals.
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Christian West
- Aug 23
- 3 min
Understanding Tax Lot Methods: An Essential Guide for Investors
Choosing the right tax lot method can have a significant impact on your investment returns and tax obligations.
Christian West
- Jul 26
- 4 min
Understanding the Rule of 72: A Simple Guide to Investment Returns
What is the Rule of 72? The Rule of 72 is a straightforward formula used in finance to estimate the number of years required to double...
Christian West
- Jul 11
- 3 min
The 3-Bucket Strategy for Retirement: A Comprehensive Guide
The 3-bucket strategy offers a structured approach to managing retirement savings, balancing immediate needs with long-term growth.
Christian West
- Jul 5
- 3 min
Why should small businesses consider offering a 401(k) plan?
The Benefits of Offering a 401(k) for Small Businesses For small business owners, there are numerous factors to consider when striving...
Christian West
- Jul 2
- 4 min
Understanding Health Savings Accounts (HSAs): A Comprehensive Guide
In today's healthcare landscape, managing medical expenses efficiently is more critical than ever. One tool that has gained popularity...
Christian West
- May 18
- 3 min
Exit Strategies: Using 1031 DST or 721 DST exchange
Understanding the Differences Between a 1031 DST and a 721 DST Exchange Investors often look for strategies to defer taxes and maximize...
Bryce Johnson
- May 16
- 2 min
A welcome Tick Down In April’s CPI
Bryce Johnson, Principal Inflation figures continue to be the driving force behind both the bond and stock markets entering the second...
Christian West
- Apr 18
- 4 min
Impact of Inflation on Retirement Planning
Impact of Inflation on Retirement Planning As individuals approach retirement, they typically face a series of financial considerations,...
Christian West
- Apr 11
- 3 min
"Time in the Market" vs."Timing the Market": A Timeless Investment Wisdom
In the ever-evolving world of finance, one adage stands tall amidst the volatility and uncertainty: "Time in the market is better than...
Bryce Johnson
- Jul 6, 2023
- 2 min
Does Powell’s End (goals) Justify The Means?
By Bryce Johnson, Principal, Risemint Capital Advisors The FOMC minutes yesterday revealed that Powell may be benefiting from an old...
Bryce Johnson
- Dec 15, 2022
- 2 min
Ever-Moving Goal Post: Has J. Powell Embraced The Market’s Lack of Confidence in the FOMC?
By Bryce Johnson Yesterday’s volatile market reaction was nothing new from what we have seen following practically every FOMC...
Joshua Rigden
- Oct 4, 2022
- 0 min
Bryce Johnson
- Aug 16, 2022
- 2 min
From "Hurricane" To Now Just Mere "Storm Clouds": Wall St Opinions Are As Dynamic As The Markets
The leading bankers on Wall Street sounded the alarm. Jamie Dimon of JP Morgan Chase described a pending hurricane that was set to strike...
Bryce Johnson
- Jan 18, 2022
- 2 min
Equities Tantrum At (long anticipated) Interest Rate Paradigm (actually) Shift(ing)?
For almost a year, the capital markets have been expecting a scaling-back of the Fed’s open market purchases of treasury bonds and...
Joshua Rigden
- Sep 23, 2021
- 3 min
The Stock Market is Drunk and Doesn’t Know It
As soon as September kicked off, glass-half-empty-market historians were preaching caution because September has statistically been the...
Joshua Rigden
- Aug 26, 2021
- 2 min
As Stock Markets Peak, Check Your Emotions
Emotions often drive investors to make poor decisions and underperform Successful investing and overall fitness both often come down to...
Joshua Rigden
- Aug 5, 2021
- 1 min
Are You Itching for an Earlier-Than-Expected Retirement?
If you’re like many people, the pandemic has had a profound impact on your worldview. The tragedy and social isolation we’ve experienced...
Joshua Rigden
- Jul 1, 2021
- 3 min
Inflation Varies According to Your Age & Spending
What will inflation be in the coming years? The real answer is that it varies according to your age and spending patterns. Inflation...
Joshua Rigden
- Jun 29, 2021
- 3 min
Assessing Portfolio Risk
Most investors know that they should evaluate their risk tolerance when considering an investment. Oftentimes, investors think of risk...
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