Over the last few months, we have received numerous questions from our listeners that have focused on what Grant is doing personally with his finances. In today’s episode, Grant shares two stories about his best…
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How & Why Asset Classes Compete With Each Other
Diversification is one of the first things most people learn about investing. The phrase “don’t put all your eggs in one basket” probably sounds familiar. At its core, diversification means that when we build a…
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Episode #48: The Three Golden Rules of Investing
Many of the investing principles we use in our portfolios today are related to a concept called modern portfolio theory. This concept was first introduced by Nobel Laureate Harry Markowitz in a paper written in…
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Market Update: Q3 2020
With the election right around the corner, Q3 was another hot quarter for global capital markets. U.S. stocks appreciated considerably, and the bond market’s outlook for the economy improved as the yield curve steepened. At…
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Episode #47: Mailbag! What Grant is Doing With His Kids’ 529 Plans, Spousal vs. Survivor Social Security Benefits, and Whether Value is Dead
This week on the Grow Money Business podcast we have another mailbag episode. Grant covers four questions from our listeners about Social Security benefits, the future of value investing, distribution strategies for retirement, and saving for your kids’…
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How Are Incentive Stock Options Taxed?
Incentive stock options are a wonderful benefit to receive. They’re often granted to executives of publicly traded companies and early stage employees of startups, in an effort to align their interests more closely with shareholders. …
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Episode #46: A Beginner’s Guide to Factor Investing
This week on Grow Money Business we dive into another fascinating investment strategy: factor investing. This is a strategy that focuses on selecting securities based on attributes that are linked to higher returns. Throughout this…
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How Are Non-Qualified Stock Options (NSOs) Taxed?
Non-qualified stock options (NSOs) are a very popular way to compensate employees at publicly traded companies, and a wonderful benefit to receive. But the tax consequences, and how to handle them, can be confusing. How…
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ETFs vs Mutual Funds: What’s the Right Investment Vehicle For You?
Sound investment management always starts with asset allocation. The biggest decision you can ever make as an investor is the portion of your assets you invest in stocks. This decision alone is responsible for around…
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Don’t Take Those RMDs This Year!
As you may have heard, the CARES Act (aka the Coronavirus stimulus bill) created a holiday for mandatory distributions from retirement accounts in 2020. So if you’re otherwise required to pull money from your IRA…
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