Featured Articles
Interest Rate Predictions for 2025: Surprising Demographic Factors
Predicting interest rates is a daunting task, even for the most experienced economists and financial analysts. Traditional tools, such as the yield curve, have proven to be flawed and unreliable. However, there’s a surprising set
15 of the Worst Investments in History: How to Avoid the Next One
Investing can be a powerful tool for building wealth, but not all investments are created equal. Throughout history, there have been numerous examples of investments that have gone terribly wrong, resulting in significant losses for
Exploring Alternatives to Edward Jones: Finding the Right Financial Advisor for You
When it comes to managing your finances and investing for the future, choosing the right financial advisor is crucial. Many investors turn to well-known firms like Edward Jones for guidance, but what if you’re not
Retirement Planning for the Self-Employed: 5 Steps toward a Secure Future
For self-employed individuals, passion and drive often lead the way. Whether you’re a freelancer, consultant, or small business owner, focusing on your work can sometimes come at the expense of retirement planning. Without a conventional
Retirement Planning for Creative Professionals: 5 Steps toward a Secure Future
For creative professionals passion often leads the way. Filmmakers, illustrators, composers, and many other creatives tend to focus on their craft, sometimes at the expense of retirement planning. Without a conventional 401k or company pension
Navigating the Fourth Turning: 6 Investing Tips for Uncertainty
As the fourth turning is upon us, many investors find themselves asking: how can we prepare for this season of crisis and upheaval? The answer lies in sound investment strategies tailored to this unique period.
Estate Tax Exemptions after 2025: Info for High Net Worth Families
There’s a looming shift in the landscape of estate planning. If you’re part of a high net worth family, it’s crucial prepare. Back in 2017, the Tax Cuts and Jobs Act (TCJA) brought about a
Securities Based Lending: How to be your own bank
Dealing with banks for a mortgage or line of credit can be a pain in the neck. But savvy investors can avoid them with Securities Based Lending (SBL). This service allows you to transform your
Why short sellers are an investor’s best friend
It’s common to hate short sellers… Short selling is a common technique where a speculator borrows shares of a company and sells them, hoping to buy them back later at a lower price. For this
