Blog

Welcome to the blog of Andrew Carroll. Below are some recents posts.

Recent Posts

November 4, 2018

Portfolio Loans

It is very often true what they say: it takes money to make money. Or, said another (slightly different way) – there are many (better) investment strategies and ideas that are only really open to the very wealthy. It used to be, in my experience, that portfolio loans was one of them.   What is…


Investing Money

October 14, 2018

Freelancer Protections

You may have heard recently about California updating laws around who is an independent contractor versus an employee. People (and employers!) are confused about the difference. This is a common problem/discussion – especially in the freelancer world. The way the new laws are written is not what I want to talk about in this article…


freelancing Gig Economy Money Thoughts

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
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