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Michael Dayoub
May 24, 2024
Home insurance payouts have shrunk. Before storm season, it's time to check your policy.
I just called my insurer to review my policy. With storm season predicted to be the worst year ever, I checked for 4 things to make sure...
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Michael Dayoub
May 21, 2024
Trip insurance is a good idea
Your medical insurance might not cover overseas medical emergencies. Check out this NPR article, He fell ill on a cruise. Before he...
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Wayne Jordan
May 14, 2024
Investing During Election Years
For investors navigating the stock market during election years creates a lot of anxiety. The heightened political uncertainty and the...
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Wayne Jordan
May 8, 2024
If it sounds too good to be true....it is.
I want to share what is probably my all time favorite pitch email. As an advisor I get emails like this daily. Usually they're portfolio...
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Wayne Jordan
Apr 30, 2024
Crashing Waves Become Ripples on the Horizon
Spring break season is in full swing and summer vacations aren't far off. This got me thinking about an ocean metaphor we use a lot to...
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Wayne Jordan
Apr 25, 2024
Are small-cap stocks worth it?
Why you shouldn't be giving up on small caps!
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Wayne Jordan
Apr 16, 2024
Tax Changes/Sunsets coming in 2025
Tax changes scheduled to go into effect at the end of 2025, and how they may impact you.
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Wayne Jordan
Apr 10, 2024
2024 Eclipse...where was the market during the last eclipse?
Hopefully on Monday you got outside to get a good look at the eclipse no matter where you were (with glasses on of course). Events like...
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Wayne Jordan
Apr 1, 2024
Last Minute Tax Savings Ideas
Tax deadline day is approaching and with that I wanted to share some tax-saving strategies. These are all common actions we take to...
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Molly Jordan
Feb 6, 2024
Record Highs
The stock market has hit record highs a couple of times so far in 2024. This causes different reactions to investors. Some rejoice in the...
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Michael Dayoub
Feb 1, 2024
Dimensional Fund Advisors webcast: "Riding the Wave"
Federal Debt, Election 2024, Inflation, The Super Bowl, supply chain disruptions. How to put these events into perspective, courtesy of...
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Michael Dayoub
Jan 31, 2024
FAFSA delays
First-year college parents aren't being given much time to decide between schools this year.
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Wayne Jordan
Jan 25, 2024
Don't miss the last double: the Rule of 72
In the world of investing there's a nifty rule that simplifies the complex concept of compound interest – the Rule of 72. This rule...
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Michael Dayoub
Jan 22, 2024
Phone bill bragging: $26.50/month
Clark Howard exhorted me to buy my phone directly and use a prepaid plan. Much cheaper than buying a "free" cell phone from the phone...
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Michael Dayoub
Jan 17, 2024
How to get out of a timeshare?
This post from Clark Howard has some good ideas for how to get out of a timeshare -- along with his I-told-you-so Never Buy A Timeshare! ...
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Wayne Jordan
Jan 11, 2024
Are Leveraged Funds Worth It?
What are leveraged funds and are they the right choice for investors
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Michael Dayoub
Jan 10, 2024
FEMA flood insurance revamped pricing completed in 2023
In April of 2023, the National Flood Insurance Program completed its revamping of pricing for flood insurance. Premiums for all...
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Michael Dayoub
Jan 4, 2024
Hey ChatGPT, what's a good investment that could profit from dramatic climate change?
I wondered what Bing AI (Chat GPT, from Microsoft) would tell me if I wanted to shape my investments to profit from a rapid acceleration...
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Molly Jordan
Jan 3, 2024
Lessons from Last Year
Last year was filled with unnerving headlines: inflation, rising interest rates, collapse of Silicon Valley Bank, geopolitical unrest in...
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