Contributing regularly to a 401(k) plan is the foundation of retirement savings for many people. You determine the percentage of each paycheck you want to contribute, and you either select a target-date fund based on…
Read More
It’s Not About Inflation, It’s About Volatility
Inflation is driving the headlines and wreaking havoc on budgets. But for long-term investors – mostly everyone – short-term inflation isn’t the biggest risk to financial plans. Volatility is. It’s being fueled by the Federal…
Read More
GMB #134: Crowdfunding Opportunities in Real Estate With Craig Cecilio
Historically, if you wanted to purchase a private investment, you had to qualify under the SEC’s standards as an accredited investor. After 2012, certain regulatory modifications made private investments accessible to non-accredited investors. This week…
Read More
GMB #133: Retirement Income Planning in 2022
Managing income after retirement is one of the most important things a retiree needs to plan to make the best of their savings, and with the rising interest rates and stock market volatility, there are…
Read More
Financial Fitness – Mid-Year 2022 Check-In
Summer will officially be here soon, but before kids get out of school and all the vacation planning you did begins to come to fruition, it can be a good idea to take stock of…
Read More
GMB #132: From Tech Founder to Venture Capital & Real Estate Investor with Zain Jaffer
The world of real estate is full of opportunities for investors who strive to build wealth using innovative strategies. This week on Grow Money Business, we have a fascinating conversation with Zain Jaffer. Zain is…
Read More
A Charitable Strategy for Tax-Efficiency: Qualified Charitable Distributions
If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-efficient across several dimensions…
Read More
GMB #130: Innovation in Stock Market Structure: A 40 Year History Lesson With Kenny Polcari
With the widespread adoption of retail investing and the usage of handheld devices, investing and stock trading have become easier than ever. However, in the 1980s, it used to be an entirely different story. This…
Read More
GMB Ep #129: No, Index Investing Isn’t Bad For The Markets
With recent developments in the financial markets, we’re seeing quite a bit of people who are concerned about index investing and the effects it may have on the economy. We dedicated today’s episode of Grow…
Read More
Are Fed Actions Working? Parsing the New Data
After April’s downturn, the first two weeks of May have not seen substantial improvement. By Thursday, May 12, markets were dangerously close to bear territory. The Fed enacted a 50-basis point increase in the Fed…
Read More