Category: Investing

Top 5 Ways to Spend Leftover 529 Funds

The original purpose of a 529 plan is to pay for a college education, but what should you do if your child or grandchild graduates...

Should You Add Gold to Your Investment Portfolio?

Gold has been a valuable and highly coveted commodity for centuries. Unlike other common investment asset classes, you can touch gold, see gold, and keep...

3 Money Smart Ways to Reinvest Your COVID-19 College Tuition Refund

Java-Design-PatternsHas your college canceled its in-person and online classes due to the COVID-19 pandemic? Unfortunately, this has become the norm this spring. Social isolation has...

Taking Sick Stocks’ Temperature

As you’ve surely noticed by now, I’m confident about the long term strength in the economy, even if the short term outlook is virtually unknowable....

The Risks and Rewards of Investing in IPOs

Have you ever heard someone touting how they got in on the “ground floor” of a publicly-traded stock and it skyrocketed from there? What did...

THE FINANCIAL EQUATION: Diversification: What You Need to Know

It’s hard to believe I’ve been writing and getting financial articles published for years and I’ve yet to cover the topic of diversification with my...

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