
Tax Allocation Bucket Strategy
The second law of Personal Finance is the law of Tax-Advantaged Investing. The IRS makes the law, your job is to take advantage of it!
The second law of Personal Finance is the law of Tax-Advantaged Investing. The IRS makes the law, your job is to take advantage of it!
Week 10 Assignment includes a Retirement Calculator along with a general review of Asset Allocation with detailed instruction for updating your plan in the BayRock RightCapital Portal.
Don’t Forget to Fund Your Roth IRA before Tax Day Tax Day is Monday, April 18th Choose from a wide variety of investment products Refine your retirement strategy with innovative tools and calculators Take advantage of potential tax benefits Learn more about funding your Roth IRA at BayRock Financial. IRA contribution limits Learn about income
BITCOIN and Crypto with Michael Saylor and Tom Bileu BITCOIN and Crypto are on my radar, what about you? Want to learn more about BITCOIN and Crypto? Here’s a great resource, I’m watching and taking notes this week as part of my commitment to learn more about BITCOIN and Crypto in 2022. By Tom Bilyeu
What Is The Market? The Market, to me, is best defined as the S&P 500® Index. To “buy the market”, you can easily buy the SPY ETF. As we look at investment strategies that are designed to help you maximize returns and minimize risk, its important that you understand some of the essential elements of
Asset Class Corporate Finance Institute Group of securities with similar characteristics and behavior in the marketplace An asset class is a group of similar investment vehicles. Different classes, or types, of investment assets – such as fixed-income investments – are grouped together based on having a similar financial structure. They are typically traded in the
Portfolio Rebalancing Portfolio Rebalancing is dynamic asset allocation. With this strategy, you constantly adjust the mix of assets as markets rise and fall, and as the economy strengthens and weakens. With this strategy, you sell assets that decline and purchase assets that increase. Like Balancing a Tire Asset Allocation Explained by James Chen at
Many of us are tempted to wait for a windfall—winning the lottery or a big inheritance from Aunt Phoebe—before we even start to invest. Our hopes are high because we’ve heard stories of people who hit it big, but those stories are in the news because they’re so rare, not because they’re commonplace. The best
The distribution of assets to balance risk and reward is the most important principle of investing. A little wisdom makes a huge difference in the return on investment. A lady named Kimberly came to me, and she was visibly upset. Her husband Ed had an IRA with $100,000, but he had kept it in a
What Is a Stock? A stock (also known as equity) is a security that represents the ownership of a fraction of a corporation. This entitles the owner of the stock to a proportion of the corporation’s assets and profits equal to how much stock they own. Units of stock are called “shares.” Stocks are bought