Category: Invest

When I became an accredited investor, I found myself among an elite group with the financial means and regulatory clearance to access investments that many couldn’t. This opened doors to exclusive realms like hedge funds, venture capital firms, specific investment funds, private equity funds, and more. Even though I had this “exclusive access” it took…

From its humble beginnings in 2008 to today, Bitcoin’s history has been relatively short but very eventful. The original protocol for this popular digital currency was created in 2008 by Satoshi Nakamoto, believed to be a pseudonym for an unknown developer or group of developers.  Nakamoto launched the Bitcoin network just a year later and…

“How do you want to pay for it?” I had recently returned from Iraq, and my wife and I were hunting for a couch for our new home. We found one that was on sale. We both thought it was perfect. Okay, it was a red couch, and she thought it was perfect. I personally…

Building wealth takes time and patience, but it also requires you to take real, actionable steps with your money. After all, you won’t get rich by keeping your extra cash under your mattress and hoping for the best. You have to invest your money if you want it to start growing to its full potential….

One of my most favorite questions that I often get as a financial planner is “What’s your best rates on Roth IRAs?” Coming in at a close second is, “What’s the best stock to buy right now?” Both of those questions are extremely hard, if not impossible, to answer. In addition, the question I get…

Bitcoin is the oldest and best-known of the modern crop of digital currencies. It’s a cryptocurrency, or digital currency, not backed by any government. That makes it very different from the US dollar, and it comes with unique risks that could make Bitcoin a good or bad investment, depending on your unique investment goals. If…

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards, and other loan accounts – in one place and then provides an investment-related analysis of your entire portfolio. Mint does a fantastic job of giving…

NOTE: In June 2023, Savebetter by Raisin rebranded to simply Raisin for better brand awareness If this past year has taught us anything, it’s that investments that seem too good to be true almost always are. Many investors were burned by ‘can’t miss’ tech stocks and could only watch as the value of digital assets,…

NOTE: In June 2023, Savebetter by Raisin rebranded to simply Raisin for better brand awareness If this past year has taught us anything, it’s that investments that seem too good to be true almost always are. Many investors were burned by ‘can’t miss’ tech stocks and could only watch as the value of digital assets,…

Long-term goals aren’t easy to achieve. But why? Could it be that motivation wanes over time? Perhaps external circumstances change. Maybe it has to do with the feasibility of the goals. Many people have trouble sticking to something over the course of a single year let alone several years or decades. Perhaps that’s why long-term…