In August, I was interviewed by Andrea Coombes at NerdWallet.com to get my take on the pros and cons of investing in taxable brokerage accounts.
Read the article here: https://www.nerdwallet.com/blog/investing/investment-account-becoming-popular/
All in Investing
Bear Markets and What to Focus On
These insights can help you focus on the right things & find the silver lining in bear markets.
Here are the two things we know about bear markets:
We can’t predict when they’ll happen, nor can we predict what will cause them.
We can only figure out those things in hindsight.
That can be unnerving to consider. But here’s the good news.
We can get a lot of peace of mind just from knowing the basics about bear markets—and what to do in light of that.
This month’s Aquila Wealth Newsletter shares some important insights about bear markets. Click here to check it out!
Bear Market Lifeboat Drills
Do you know why bear markets happen?
Or what you should do during them?
If you wait till it happens, like the titanic, it’s too late. It’s important to do the lifeboat drills before you need them.
Use this newsletter as your bear market lifeboat drills.
In this issue of the Aquila Wealth Newsletter, we’ll explore these questions and much more, giving you the facts about bear markets. Click here to check it out!
#Retirement Strategies: #Stocks for the Long Run
One of my core tenets of investing success when it comes retirement strategies can be summed up in the title of Jeremy Siegel’s classic book: Stocks for the Long Run. This is a great read for anyone looking to get a good dose of data on why owning a properly allocated basket of diversified equities is often wiser for the long-term investor than, say, owning a portfolio of fixed-income investments.
#AquilaWealthNewsletter -- Home Ownership vs. The Stock Market and An Under Appreciated Way to Save Money - Your Car(s)
In this week's personal financial newsletter installment, I have a couple articles to highlight from my reading -- Home Ownership vs. The Stock Market and An Under Appreciated Way to Save Big Money -- Your Car(s)
Home Ownership vs. The Stock Market
The Most Profitable Companies in the World #SaudiAramco #AAPL
*Graphic shows 2018 net income of publicly listed companies (in billion U.S. dollars)
Link to original infographic: https://www.statista.com/chart/17545/worlds-most-profitable-companies/
Apple WAS known as the world’s most profitable company. However, Saudi state oil company Saudi Aramco disclosed company reports with US$111.1 billion in earnings in 2018, far surpassing competitors. https://www.economist.com/business/2019/04/06/saudi-aramco-made-a-111bn-profit-in-2018
One of the Most Misunderstood Benefits of the #RothIRA
One of the most misunderstood benefits of the Roth IRA, in short, is FLEXIBILITY.
What do I mean by flexibility. Well, in particular, most people either don’t know or are misinformed about when you can take money out of their Roth IRA free of penalties or taxes. Namely, you can take out the contributions you put into your Roth IRA at any time for any reason without penalties or taxes owed.
Highlights: Warren Buffett’s 2018 Letter to Shareholders
Chairman and CEO of Berkshire Hathaway, Warren Buffet, released his annual letter to shareholders on February 23rd, 2019.
While the entire 15-page letter is great reading for all investors, here are a few snippets to incorporate into how you think about investing (and maybe even your life). Here’s the link to the full letter: http://www.berkshirehathaway.com/letters/2018ltr.pdf
Tax Planning for Retirement – Roth Benefits
After years of saving and planning for their golden years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. While you may see a reduction in the amount of taxes you owe after the age of 65, you still need to plan ahead if you want to minimize your tax bill from the IRS.