Executive Summary Rebalancing a stock and bond portfolio is essential for maintaining alignment with your investment goals and risk...

What is Concentrated Risk? Concentrated risk, in the context of an investment portfolio, occurs when a significant portion of the...

Real estate investment has long been one of the most reliable and rewarding ways to build wealth. Whether you’re a seasoned investor or...

Dollar Cost Averaging can be a valuable tool in your investment strategy, helping you stay on course toward achieving your financial goals.

Choosing the right tax lot method can have a significant impact on your investment returns and tax obligations.

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...

The 3-bucket strategy offers a structured approach to managing retirement savings, balancing immediate needs with long-term growth.

The Benefits of Offering a 401(k) for Small Businesses For small business owners, there are numerous factors to consider when striving...

In today's healthcare landscape, managing medical expenses efficiently is more critical than ever. One tool that has gained popularity...

Understanding the Differences Between a 1031 DST and a 721 DST Exchange Investors often look for strategies to defer taxes and maximize...

Bryce Johnson, Principal Inflation figures continue to be the driving force behind both the bond and stock markets entering the second...

Impact of Inflation on Retirement Planning As individuals approach retirement, they typically face a series of financial considerations,...

In the ever-evolving world of finance, one adage stands tall amidst the volatility and uncertainty: "Time in the market is better than...

By Bryce Johnson, Principal, Risemint Capital Advisors The FOMC minutes yesterday revealed that Powell may be benefiting from an old...

By Bryce Johnson Yesterday’s volatile market reaction was nothing new from what we have seen following practically every FOMC...

The leading bankers on Wall Street sounded the alarm. Jamie Dimon of JP Morgan Chase described a pending hurricane that was set to strike...

For almost a year, the capital markets have been expecting a scaling-back of the Fed’s open market purchases of treasury bonds and...

As soon as September kicked off, glass-half-empty-market historians were preaching caution because September has statistically been the...

Emotions often drive investors to make poor decisions and underperform Successful investing and overall fitness both often come down to...