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October 2, 2018

Retirement Plans

This is a quick guide to the basics of how retirement plans work and how to help you figure out which plan is the right one for you or your clients. The first thing we look at is how much you want to “defer” or save every year: Levels of deferral: $0 – $5,000 –…

Investing Thoughts

August 17, 2018

Leverage, Arbitrage and Double Whammys

Introduction The concept of leverage and arbitrage is one of those ideas that everyone seems to understand, but few do in detail or well. My goal is to help make these ideas more clear and usable. Leverage Is the act of adding debt to increase return. This is why real estate tends to return so…

Investing Money

July 8, 2018

Planning for Uncertainty

As you may or may not have noticed, the markets and economy are starting to get a little more volatile. This doesn’t mean bad – volatility just means it is unpredictable. Unemployment is very low right now, which tends to mean a growing economy and some inflation – hopefully on wages! With inflation starting to…

Investing Money