Mickey Kim and Roger Lee: Are new Bitcoin ETFs déjà vu all over again?
Bitcoin ETFs provide investors a pathway to participate in crypto without necessitating direct ownership of digital assets.
Investing Column
Articles
Pete the Planner: Actually, you should put a price tag on memories
A couple of weeks ago, we came to the realization that we have three summers left as a family of four before our oldest heads to college. Oof.
Jalene Hahn: What’s the big deal about the Roth 401(k) option?
The Roth 401(k) option is not widely used, but for the right situation can be extremely beneficial.
Pete the Planner: Ambition should drive your retirement goals
I’d be remiss in not mentioning how difficult it is to achieve a balanced and sustaining sense of purpose and fulfillment.
Mickey Kim: NFL coaches, investors focus on process, not outcome
Outcome is the result, but it doesn’t tell you anything about how that result was achieved. Outcome is about the “right now.”
Pete the Planner: Do your due diligence hiring an adviser. Here’s how.
I often find myself thinking of a trusting client when they first receive the news they were duped. I feel their fear. I feel their shame. I feel their disgust. It makes my skin crawl.
Hahn: Tuning out the noise and sticking to your strategy
There is a lot of data analyzed before making predictions.
Pete the Planner: Finding fulfillment in retirement is ultimate challenge
My vision has evolved over time.
Mickey Kim and Roger Lee: Fed’s ‘pivot’ rescues investors from brutal ‘winter’ of 2022
After fears that the Federal Reserve’s slamming on the monetary brakes to combat soaring inflation would crush economic activity, optimism abounds that the Fed has pulled off a miraculous “soft landing.”
Pete the Planner: A cheat sheet for spending your time versus money
Understanding convenience is vital to making affordability decisions.
Jalene Hahn: Breaking the paycheck-to-paycheck financial struggle
While it is true a high income can go further than a low income, financial stability is ultimately determined by your spending choices.
Mickey Kim: Nondescript pair revealed superpower of simple lifestyle
I’m always amazed and awed to read about “salt-of-the-earth” people like Holt who are of modest means but still manage to amass multimillion-dollar estates.
Pete the Planner: To secure retirement, don’t stretch your lifestyle
The closest relief I’ve found in underachievement is extending myself some grace.
Jalene Hahn: How to manage financial stress during the holidays
Taking conscious steps to navigate the holiday season can lead to a more enjoyable and less stressful experience.
Pete the Planner: This Thanksgiving, target stability, not more stuff
This year, I’ve landed on a specific question to consider: Does our quest for more hinder our ability to experience equilibrium? Like I said, I get weird this time of year.
Pete the Planner: Your risk tolerance, objective should match your portfolio
So I’ll just hit you with one major issue—the average American household has not yet figured out that it’s out of money.
Mickey Kim and Roger Lee: EV struggles confirm obituaries for IC were premature
According to Kelley Blue Book, the average price paid for an EV in September was $50,683, down more than 22% from one year ago (but still a healthy premium compared to internal combustion vehicles).
Jalene Hahn: Multiple plans? Here’s how to figure your distribution
There are RMD aggregation rules that govern which RMD accounts can be combined and which accounts need to have their own distribution.
Pete the Planner: Investing on faith alone turns your cash into crumbs
Running a business for the first time is incredibly difficult and undeniably risky.
Mickey Kim and Roger Lee: ‘Dumb Money’ fuels myth that David ‘GameStonked’ Goliath
We’re unabashedly “old school” investors who view stocks as ownership interests in the underlying business (not just ticker symbols traded millions of times a day) and value stocks based on future profitability (not what we think the next “sucker” will pay for it).