In the past couple of weeks, an exciting and dramatic chain of events has been going on around GameStop Corp., where their stock price skyrocketed in a very short time. GameStop is a video game…
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Episode #61: Tax Gain Harvesting: What, Why, and How
Tax gain harvesting is a strategy of selling investment assets at a gain and paying tax at that point as opposed to waiting and paying the tax later. Depending on your income and how…
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Market Update: Q1 2021
We’re now nearly a full month into 2021, and stocks, bonds, and virtually all other asset classes continue to post excellent returns. The question is…..why? We’re at a point where the market seems to be…
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Episode #58: Top Strategies for Tax-Efficient Charitable Giving
The year 2020 has been an extremely challenging year for a lot of people, businesses, and organizations. Therefore, this is also a time when charitable organizations may need help from donors more than ever….
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Episode #56: Last Minute Retirement Plan: Tips & Tricks for 2020 Procrastinators
At the end of every year, some business owners face situations where they need to set up a last minute retirement plan due to numerous reasons. We dedicated this episode to reviewing how business…
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Episode #55: Everything You Need to Know About Investing in IPOs
In recent months, IPO investing has been getting a bit of attention as quite a few popular companies such as Airbnb and DoorDash entered the public market this year. We dedicated this episode to…
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Episode #54: The True Cost of Homeownership With Kelly Luethje
In recent months, mortgage interest rates have been significantly reduced across the country. Although it may sound like an attractive opportunity for people considering buying a house, there are several complexities related to homeownership….
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Case Study: Retiring With $1,000,000
Those of you who know me know that I’m a massive baseball fan. And when it comes to famous quotes from baseball players, one person comes to mind more than any other: Yogi Berra. Yogi…
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How & Why to Open a Roth IRA For Your Kids
One thing all parents have in common is wanting what’s best for their kids. We all want to give our kids ample opportunities for success. We all want to keep them rooted in family values. …
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Episode #51: Non-Qualified Stock Option Basics
Non-qualified stock options are a great way to incentivize and reward employees and the management of publicly traded companies, and we dedicated today’s episode to exploring the basics. Throughout the episode, Grant reviews how non-qualified…
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