A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and crypto markets since the election, and to should expect from the…
Read More
GMB Ep 251: We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?
This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and…
Read More
GMB Episode #242 : Why Would I Ever Want to Invest In Other Countries?
One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock market has done far better than other countries recently. It’s the biggest national…
Read More
GMB Ep 240: What Should I Do With the $850,000 Inheritance I Just Received?
This week we cover a listener question about how to handle an inheritance of $850,000. Jason recently dropped the question in our mailbag after receiving the inheritance unexpectedly. He and his wife are in a…
Read More
GMB Ep 233: Why Am I Getting These Annoying Amended 1099s Every Year? What Can I Do About It?
We’re trying a new format on the show! Starting this week each episode of Grow Money Business will include a few consistent sections. We’ll answer mailbag questions. We’ll interview guests. We’ll spend a couple minutes…
Read More
GMB Ep 216: Should You Add Precious Metals to Your Portfolio?
On this week’s episode of Grow Money Business we revisit a mailbag question from a few months back: should you be investing in precious metals? Join us as we talk about whether we should include…
Read More
November Market Commentary – Powell on Rate Cuts: Nope.
October Recap and November Outlook The Federal Reserve’s November meeting went as the market expected: no change in rates. What wasn’t expected was the October and early November rollercoaster of bond yields. And by rollercoaster,…
Read More
GMB Ep 206: Roth Accounts & Your Retirement Plan: New Options for Business Owners
The SECURE 2.0 Act of 2022 is a piece of legislation that passed at the end of last year and created new Roth options for business-sponsored retirement plans. There will be a new set of…
Read More
GMB #183: Tax-Free Capital Gains & Qualified Small Business Stock
Section 1202 of the Internal Revenue Code, focusing on Qualified Small Business Companies (QSBs) and their Qualified Small Business Stock, holds the key to potential tax savings of up to $10 million in tax-free capital…
Read More
Debt Deadlines, Defaults, and Downgrades
The debt ceiling is making news again. Will Congress raise it? Will the U.S. make history by defaulting on our government debt? If it seems like this a story you’ve heard before, that’s because it…
Read More