Remembrance of Taxes Past
The week preceding April 15 is hardly joyous for most Americans. For those willingly or otherwise attempting to save for retirement in a plan like an IRA, we should take…
Worried about your 401(k) or IRA? Las Vegas Informs Us Again
As often as I have compared having one's retirement in the stock market to playing in Las Vegas, there are some positive practices that we can use. Behind all successful…
Never Pay Cash
Having a Privatized Banking system of your own lets you reduce the amount of money flowing away from you and lets you keep what the banks live on. This is…
What’s Your Line?
Like many people these days I've been watching a lot of videos. In particular, I've been watching reruns of the original “What's My Line?” that aired in the early 1960s.…
Opportunity? Really?
Lately, my social media has been chock full of suspicious investment “opportunities” Here’s how to tell when one really isn’t. If at any time you see or hear the words,…
The SECURE Act, a.k.a. Yet Another Change to Qualified Plans
In this video, I discuss the SECURE Act, which became effective in 2020, and a comparison to another bad actor to deal with. https://youtu.be/DOanEgMk85s
The Difference Between Gain and Return
One of my Nash Institute colleagues was exploring 401(k) retirement plan returns. He learned from the retirement analysis chief at the Government Accounting Office that they “don’t maintain that information”,…
The Darkness at the End of the Social Security Tunnel
Here's a fun read. The Board of Trustees for the Social Security and Medicare programs in the United States just released their annual report. You can read it yourself here.…
Why Our Money Is in the Best Possible Location?
A client recently asked me why our method of warehousing and growing money was so reliable. To answer this, we can refer to the fundamentals of investment advice that are…
Why Investment Should Not Be Like a Las Vegas Weekend
Some of my clients know that I hold a Series 65 certification (“Uniform Investment Advisor”) granted by FINRA after a very rigorous study and examination on the laws and technical…