In my late April newsletter, I devoted all of it to the enduring power of dividends. And to be clear, I love the dividends produced from a low-cost, globally-diversified, passive portfolio. In that environment, I am extremely...
Read MoreYour starting retirement portfolio balance is a small fraction of your lifetime wealth. When you understand that a $4M IRA at age 60 will likely have $16M ramifications, you start to understand how investment, income, and tax...
Read MoreARKK is an actively managed ETF by Cathie Wood. It primarily invests in tech companies with large growth potential. Cathie has become a Wall Street rockstar over the past two years. Why? ARKK was probably the greatest equity...
Read MoreOne thing I’ve enjoyed as a parent is teaching our kids how to play games. I’m really excited to eventually teach them more complex board games like Settlers of Catan. But even games like checkers are fun as you...
Read Morelev·er·age (verb): Use (something) to maximum advantage. Picking the right state for retirement can save you a great deal in taxes. Leveraging state tax laws can be an important part of your retirement plan. But it’s...
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