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
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...
Wayne Jordan
- Mar 27
Bitcoin ETFs
Bitcoin ETFS - Should you add them to your portfolio
Molly Jordan
- Feb 6
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...
Michael Dayoub
- Feb 1
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...
Michael Dayoub
- Jan 31
FAFSA delays
First-year college parents aren't being given much time to decide between schools this year.
Wayne Jordan
- Jan 25
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...
Michael Dayoub
- Jan 22
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...
Michael Dayoub
- Jan 17
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! ...
Wayne Jordan
- Jan 11
Are Leveraged Funds Worth It?
What are leveraged funds and are they the right choice for investors
Michael Dayoub
- Jan 10
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...
Michael Dayoub
- Jan 4
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...
Molly Jordan
- Jan 3
Lessons from Last Year
Last year was filled with unnerving headlines: inflation, rising interest rates, collapse of Silicon Valley Bank, geopolitical unrest in...
Wayne Jordan
- Dec 22, 2023
The Market is a Test
The Stock Market can really put your patience to the test.
Michael Dayoub
- Dec 18, 2023
Bloomberg warns about 401(k) rollovers to annuities
Bloomberg headline: "Retirement Savers Are Getting Ripped Off" Synopsis: The year we retire might be the only time some investors ever...
Wayne Jordan
- Dec 13, 2023
Does high government debt impact stock returns?
It's no secret that our national debt is massive and growing larger. Of course this causes some concern among investors and many of our...
Wayne Jordan
- Dec 6, 2023
Don't be a Fair Weather Fan! (or Investor)
We all know one. Every sports fan hates the opposing fan who only roots or shows their pride when their team is doing well. Your...
Michael Dayoub
- Nov 30, 2023
FAFSA timetable, and help from AI !
In the past, college families could submit their FAFSA in October. For the upcoming school year (begins Fall 2024) the new FAFSA form...
Wayne Jordan
- Nov 29, 2023
Year End To-Do List
6 Simple things you should do before the end of the year.
Michael Dayoub
- Nov 27, 2023
"The Price You Pay For College" (book recommendation)
Do you know a high school junior or senior making the big decision of which college to attend and how to pay for it? I like this book....
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