Understanding Concentrated Risk in an Investment Portfolio
What is Concentrated Risk? Concentrated risk, in the context of an investment portfolio, occurs when a significant portion of the...
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Christian West
Sep 185 min read
Building Wealth: A Guide to Real Estate Investment Strategies
Real estate investment has long been one of the most reliable and rewarding ways to build wealth. Whether you’re a seasoned investor or...
Christian West
Aug 303 min read
Dollar Cost Averaging: A Strategic Approach to Investing
Dollar Cost Averaging can be a valuable tool in your investment strategy, helping you stay on course toward achieving your financial goals.
Christian West
Aug 233 min read
Understanding Tax Lot Methods: An Essential Guide for Investors
Choosing the right tax lot method can have a significant impact on your investment returns and tax obligations.
Christian West
Jul 264 min read
Understanding the Rule of 72: A Simple Guide to Investment Returns
What is the Rule of 72? The Rule of 72 is a straightforward formula used in finance to estimate the number of years required to double...
Christian West
Jul 113 min read
The 3-Bucket Strategy for Retirement: A Comprehensive Guide
The 3-bucket strategy offers a structured approach to managing retirement savings, balancing immediate needs with long-term growth.
Christian West
Jul 53 min read
Why should small businesses consider offering a 401(k) plan?
The Benefits of Offering a 401(k) for Small Businesses For small business owners, there are numerous factors to consider when striving...
Christian West
Jul 24 min read
Understanding Health Savings Accounts (HSAs): A Comprehensive Guide
In today's healthcare landscape, managing medical expenses efficiently is more critical than ever. One tool that has gained popularity...
Christian West
May 183 min read
Exit Strategies: Using 1031 DST or 721 DST exchange
Understanding the Differences Between a 1031 DST and a 721 DST Exchange Investors often look for strategies to defer taxes and maximize...
Bryce Johnson
May 162 min read
A welcome Tick Down In April’s CPI
Bryce Johnson, Principal Inflation figures continue to be the driving force behind both the bond and stock markets entering the second...
Christian West
Apr 184 min read
Impact of Inflation on Retirement Planning
Impact of Inflation on Retirement Planning As individuals approach retirement, they typically face a series of financial considerations,...
Christian West
Apr 113 min read
"Time in the Market" vs."Timing the Market": A Timeless Investment Wisdom
In the ever-evolving world of finance, one adage stands tall amidst the volatility and uncertainty: "Time in the market is better than...
Bryce Johnson
Jul 6, 20232 min read
Does Powell’s End (goals) Justify The Means?
By Bryce Johnson, Principal, Risemint Capital Advisors The FOMC minutes yesterday revealed that Powell may be benefiting from an old...
Bryce Johnson
Dec 15, 20222 min read
Ever-Moving Goal Post: Has J. Powell Embraced The Market’s Lack of Confidence in the FOMC?
By Bryce Johnson Yesterday’s volatile market reaction was nothing new from what we have seen following practically every FOMC...
Joshua Rigden
Oct 4, 20220 min read
Bryce Johnson
Aug 16, 20222 min read
From "Hurricane" To Now Just Mere "Storm Clouds": Wall St Opinions Are As Dynamic As The Markets
The leading bankers on Wall Street sounded the alarm. Jamie Dimon of JP Morgan Chase described a pending hurricane that was set to strike...
Bryce Johnson
Jan 18, 20222 min read
Equities Tantrum At (long anticipated) Interest Rate Paradigm (actually) Shift(ing)?
For almost a year, the capital markets have been expecting a scaling-back of the Fed’s open market purchases of treasury bonds and...
Joshua Rigden
Sep 23, 20213 min read
The Stock Market is Drunk and Doesn’t Know It
As soon as September kicked off, glass-half-empty-market historians were preaching caution because September has statistically been the...
Joshua Rigden
Aug 26, 20212 min read
As Stock Markets Peak, Check Your Emotions
Emotions often drive investors to make poor decisions and underperform Successful investing and overall fitness both often come down to...
Joshua Rigden
Aug 5, 20211 min read
Are You Itching for an Earlier-Than-Expected Retirement?
If you’re like many people, the pandemic has had a profound impact on your worldview. The tragedy and social isolation we’ve experienced...
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