Investment Accounts Explained The account determines the rules. The investment determines the growth. https://www.youtube.com/watch?v=O94tSsVQj1s&t=139s What This Means Can you own the same investments in different account types? In many cases, yes. One of the biggest misconceptions I see is that a Roth IRA, Traditional IRA, 401(k), or brokerage account determines what you can invest in.
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Pledged Asset Lines Need cash? Selling isn’t your only option. https://www.youtube.com/watch?v=__-n0i0wZu0 What This Means Can you borrow against your investment account instead of selling your investments? In some situations, yes. A pledged asset line allows you to borrow against a taxable investment account without immediately selling your investments. That means you may be able to
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Choosing a Retirement Plan The best retirement plan is the one that fits your business. https://www.youtube.com/watch?v=Yeg63MnTPV0 What This Means What’s the best retirement plan for a business owner? The answer is: It depends. There isn’t one retirement plan that’s best for every business owner. The right choice depends on your income, business structure, number of
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Fundamentals & Technicals Fundamentals tell you what. Technicals tell you when. https://www.youtube.com/watch?v=RQqEgJDaaOY What This Means Should you use fundamental analysis or technical analysis? We believe the answer is both. Fundamentals help us decide what to own, while technicals help us determine when to buy, sell, or wait. They answer different questions, and we believe investors
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Should You Own Crypto? Know what you own—and why you own it. https://www.youtube.com/watch?v=Ys1FW-YVaCg&t=12s What This Means Should you invest in cryptocurrency? My answer is that it depends—but I don’t believe it’s necessary for most investors to achieve their long-term financial goals. Crypto has produced tremendous returns over the years, and if you’ve made money investing
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The debate over interest rates continues. Here’s how I’m thinking about where rates could go from here.
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Bonds Are Optional Every investment should have a specific job. https://www.youtube.com/shorts/sc4Ad20OS1Y What This Means Many investors are told their portfolio should always include a certain percentage in stocks and a certain percentage in bonds. While that may be appropriate for some people, we don’t believe every investor automatically needs bonds. Bonds can be an excellent
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