-
Business
Capitalizing On The Return To Office: Big City Real Estate Insights
Real estate is inherently local, with property values closely tied to the economic drivers and characteristics of specific regions. While…
Read More » -
Business
2025 Housing Price Forecasts: Continued Strong Gains
Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The…
Read More » -
Business
Wealth vs. Morality: The Dilemma of Profiting From Sin
Sin—actions deemed morally wrong or harmful—can be difficult to resist, especially when money is involved. A hefty paycheck or a prestigious…
Read More » -
Business
Boldin Financial Planner Review: Financial Freedom Made Easier
I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership…
Read More » -
Business
Maximizing Tax-Free Income and Withdrawals In Retirement
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront…
Read More » -
Business
2025 Wall Street S&P 500 Forecasts Are All Bullish – Uh Oh!
The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven’t…
Read More » -
Business
How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck. If we fail to recognize our lucky financial…
Read More » -
Business
The Santa Claus Rally Phenomenon And Its Origins
The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the…
Read More » -
Business
Mega Backdoor Roth IRA: Supercharging Your Retirement Savings
Ever since I started saving for retirement in 1999, I’ve been a proponent of tax-deferred retirement vehicles like the 401(k)…
Read More » -
Business
Key Factors To Consider Before Changing Health Insurance Plans
Health insurance is one of the most complex and aggravating topics for both consumers and providers in the US. Speak…
Read More »