Investing Archives |

Roth conversions

2021 seemingly was the year of Roth conversions.  We had multiple clients joint our regulars who do annual conversions. A Roth conversion needs to go directly from brokerage to brokerage with no income limitations as well as no conversion amount limitations. But all...

Multiple brokerage firms

This year I have noticed that more and more clients have holdings at multiple brokerage firms.  Typically, you can squeeze a better deal on costs and fees, if one hold most or all of your assets. I asked one gentleman why?  He explained that while he makes most of his...

1% investments

I was reading an article and in Pocket I found an article about what the 1% invest in their secrets should not be shared. The items are somewhat amusing. Famous art – like I had a shot at owning the auctioned DaVinci Corporate America’s Landlord – buy property that...

5 Things Wealthy People Invest Their Money Into

I came across this list when reading an article and it was advertised at the bottom: “Non-Investment” Investments Rich People Learn to Make. The thing is, these are areas where rich people really do invest time and time again. Accelerated Learning. …...

Crypto and market ties

Cryptocurrencies are seemingly moving more closely with the other financial markets at this point. The correlation between bitcoin and the stock market is hitting multiyear highs. A measure of the correlation between bitcoin and the Nasdaq Composite suggests that the...

Crypto is vulnerable

Recently most cryptocurrencies have fallen to their lowest level since July 2021. The total market capitalization of cryptocurrencies has fallen by more than half since its peak in November 2021. Bitcoin the world’s largest cryptocurrency has fallen to about half of...

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