Asset allocation is all about slicing up the pie. We want to divide the pie into pieces that are proportional to each other in size, but how do you decide how big a slice should be? And which method is best? Let’s dive in. ? In this episode, Dave talks about… How to slice up the pie…
How To Slice Up The Pie of Asset Allocation
What Is The January Effect? Does It Work?
The January effect is a term used to describe a phenomenon where stocks tend to do better in January than in other months. The phrase “buy stocks in January and sell in May” has been circulating since the 1980s if not before, leading investors to hire professional managers to trade their money for them during…
Thoughts on Technology Stocks
Tech stocks are an excellent opportunity for investors but they also come with risks. Let’s discuss why people buy tech stocks, and what risks you might encounter when investing in them. In this episode, Dave talks about… What is tech stock? Deep dive into Traditional investment Should you buy something like tech tax? Where do…
Update on My Experiments with Tax Liens
In my last post, I provided some examples of properties I’ve found and the things I do in the process. I’ve had some interesting experiences since then and thought it would be useful to give an update on my experiments with tax liens. In this episode, Dave talks about… How I got hooked on Tax…
Investment Knowledge 2.0
The field of investing is complicated and confusing to the average investor. This can lead to misconceptions and fallacies that prevent you from finding the right financial products. Dive in to be more knowledgeable and be an advanced investor! In this episode, Dave talks about… How to identify historically the riskiest period in the market?…
Thoughts on Speeding up and Slowing down
The truth is that you can experience both fast and slow growth throughout your career or phase in your life. I think most of us are rushing through life. We want to get to the next task, project, or goal on our list. Or maybe we’re rushing towards trying new things and experiences. We simply…
Fernando’s Journey in Self-Storage with Fernando Angelucci of Self Storage Syndicated Equities
Are you looking into the steps to becoming a self-storage business owner? There are many steps involved, with much work ahead. We have our guest today who can share his knowledge and his journey in the real estate investing and self-storage business. Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a…
Mind the Behavior Gap
A financial market is a place where many enter and fail to find their footing. This episode will teach you how to take advantage of good markets and why you NEED to be an active trader. The market will show you great opportunities if you only know where to look. In this episode, Dave talks…
The BEST Time to Do Roth Conversions
There are many factors to consider when determining the best time to do Roth conversions. Whether you’re considering a Roth conversion to meet your future financial goals or simply want to reduce some of your taxable income, here are new episodes that can help you make an informed decision. In this Podcast, Dave talks about……
The Front-Door and Back-Door Roth
The front-door and back-door Roth aren’t new IRA steps you should be familiar with. But they are steps that can save you money, so we’re going to talk about them today. In this episode, Dave talks about… The front door and backdoor Roth IRA What is the limit to contributing outright to a Roth IRA?…