Inflation continues to ramp up. What to do?

I’ve been discussing the pending inflation for going on two years now. Governments have printed trillions of dollars and injected them into their economies. At the same time, economic growth hasn’t kept pace. The result? More dollars chasing the same (or fewer) goods and services. Basics of economics tell us that when demand exceeds supply, …

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Doing the math on an EV vehicle. When does it make sense?

Electric vehicles have a lot of advantages. They result in no gas stops, they have incredible torque making for a fun driving experience, and they are better for the environment. These factors may make buying an electric vehicle worth it, regardless of whether the financial equation pencils or not. Of course, as a CPA, the …

Doing the math on an EV vehicle. When does it make sense? Read More »

Asset Allocation when investing

How to approach asset allocation and risk tolerance.

Figuring out how much of your net worth to invest in different assets is challenging. It is very personal. Take the time to figure out where your comfort level is and what makes sense based on your goals and your age.

What is going on in the housing market? My thoughts.

The past year has seen an incredible run up in asset prices. Not to be left out, housing has sky rocketed in many cities. Why did this happen, and what is coming down the pipeline in the future?

Understanding the mechanics of a loan

How does a loan really work? What goes into determining whether a lender will lend to a borrower? How does the loan get repaid? How does the bank make money? Determine the answers to these questions and more in this article.

How to negotiate a higher salary and level up wealth creation

Too many young people complain that they don’t earn enough money to build wealth. One way to remedy this is to earn more money! But how does one convince a manager that they are worthy of a higher salary? What are the actions one can take to prove their worth? What biases exist which can be leveraged? Learn the answers to these questions and more in this article about career earnings growth.

How to underwrite a rental property

How to underwrite a rental property. Real estate investing isn’t rocket science, but it does come with some significant risks to understand. Read about how to study rental income and regular expenses to see whether a property is a good investment.

How to get started growing your wealth

A common question from young investors is “how do I get started?”. Why the sooner the better, what account to use, what investments to invest in, how to make it easy and more within this blog post.

Long versus Short Positions in a Stock

What is the difference between going long and going short in a stock? Are there different risks to be aware of? What happens in a short squeeze? Learn about the different aspects of stock trading within brokerage accounts in this blog.

INFLATION – The Silent Killer

One of the concepts which we all need to be acutely aware of when it comes to managing our finances is inflation. Inflation is that silent killer that over long periods of time can have a very detrimental impact on our net worth. So much so, that we need to constantly be fighting against its …

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3D book rendering image

Book Launch Press Release

A Fighting Chance: The High School Finance Education Everyone Deserves has launched on Amazon. This is the book you wish you were given in high school to set you up to succeed. This book makes a perfect gift to the teenagers in your life. Or, buy for yourself to brush up on your financial literacy.

Risk – What could go wrong

How much risk is in your portfolio? Do you understand what will happen to your net worth if different economic events occur? Read this article to find out how you can manage risk and protect yourself against unexpected downturns.

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