An amazing phenomenon is about to occur. Ever wonder why your great Uncle can afford that Porsche and wear Polo? Born between 1946 and 1964, baby boomers were and still are a generation that was able to accumulate immense wealth due to a strong labor market, very cheap housing and the ability to save via […]
With life passing by and elders leaving behind estates, many beneficiaries of large portfolios are left with newly found assets and with that, perhaps large taxable gains. After feeling very fortunate for their financial gains, many investors may start to look for ways to “push off” significant capital gains. Though one could just gift away
The phrase “variety is the spice of life” was first seen in 1785 in a William Cowper poem. When it comes to investing within your Roth IRA or 401k or brokerage account, there is plenty of variety as of late with daily introductions of new exchange traded funds (ETFs) and mutual funds. Investors these days
There is a big shift happening when it comes to retirement savings. The oldest baby boomers are starting to hit their mid-70s and with that comes the realization that this older generation will be passing on. Personally, I have lost both of my parents in the last few years. With the enormous population of this
It’s that time of the year when the procrastinators come out of the investing woodwork and need to make an IRA contribution. Well, you slowpokes, you still have some time and we will keep this post quick, so you don’t waste time reading this and instead go make these contributions. You can make an IRA
As we all just sat in our living rooms zoom chatting away these past few years due to a global pandemic, the virtual world became the real world. This may just be the beginning. Enter the Metaverse. Don’t worry. If you haven’t heard this word yet, there are plenty of reasons why not. For one,
In this 1 minute video below, Sustainvest’s founder Dale Wannen wanted to clarify what it is to be an independent investment advisor versus a non-indy. Lets start with old Bernie Madoff as his story always ranks high in all of our Netlix Top 10’s. As most of us know, Bernie Madoff was the infamous ponzi
Tricked ya! Well, as opposed to worrying about what Kim is wearing for next Christmas, instead, spend 3 minutes of your day reading about what you can do to help save the world from climate change. As record heat waves and droughts rattle the nerves, the market for ESG and sustainable investing continues to grow.
Well, that job’s history . Frustrated by 7:00am Zoom calls and staring at a computer all day may have pushed some to say, “life is short” and call it quits early. And who blames them. About 2.7 million Americans aged 55 or older are contemplating retirement years earlier than they’d imagined because of the pandemic,
While driving around town the other day, in a small one block section, I counted 4 Tesla’s (3 stopped at a red light and one parked) and it occurred to me…it’s happening. Tesla’s are becoming the new Toyota Camry of the 2020s. Did you know that the Toyota Camry is the best-selling car every year in
I am a lister. I make lists for everything from places to travel each year to what is needed for the next trip to the hardware store to where my life will be in 20 years. So, with all the talk that Artificial Intelligence (AI) is going to completely metamorphosize our lives as we all
