Wealth vs. Morality: The Dilemma of Profiting From Sin
Sin—actions deemed morally wrong or harmful—can be difficult to resist, especially when money is involved. A hefty paycheck or a prestigious title can make it easier...
Boldin Financial Planner Review: Financial Freedom Made Easier
I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first...
Maximizing Tax-Free Income and Withdrawals In Retirement
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront on your retirement accounts can...
2025 Wall Street S&P 500 Forecasts Are All Bullish – Uh Oh!
The 2025 Wall Street S&P 500 forecasts are rolling in, and so far, the outlook is all bullish. I haven't found a single bearish forecast,...
How One Lucky Financial Break Can Change Everything For Good
I firmly believe that above-average wealth is largely a result of luck – around 60% – 70%. If we fail to recognize our lucky financial...
The Santa Claus Rally Phenomenon And Its Origins
The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the last five trading days of...
CFPB announces rule limiting bank overdraft fees
The CFPB says the rule will save American consumers $5 billion annually.
Health care stocks fall as lawmakers, patients push for changes to their business models
The stock reaction on Wednesday appeared to be in response to new bipartisan legislation that aims to break up pharmacy benefit managers.
Nike renews its contract with the NFL after league briefly courted other bidders
Nike will continue to be the exclusive uniform provider to all 32 NFL teams through 2038.