The Back Door Roth IRA Revisited
This blog is a repeat of the topic of a Back Door IRA. The reason I bring it up again is that Mega-Back Door Roth IRAs have been in the news a lot lately. I’ll discuss those next week but…
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Who Wants to Learn More About Wine?
I am very excited to present an interview with Nina Anderson, Wine Expert with Wine Shop at Home! For over 12 years, Nina has been helping people learn about wine through private wine tasting experiences. She says, “I take the…
Regret Theory
“Regret theory suggests investors who sell at the wrong time and miss out on gains experience regret that affects their judgment, leading to subsequent market-timing mistakes,” says Sarah Newcomb, behavioral economist for research firm Morningstar and author of the book…
The Four Tendencies: Rebels as Investors
Calling all Bitcoin and Tesla groupies! This one is for you! A Rebel was the child who said, “You’re not the boss of me,” to his parents and the adult who says, “You’re not the boss of me,” to,…
The Four Tendencies: Questioners as Investors
As an Upholder (me), Questioners (people I may be married to) can drive me bonkers. My attitude toward tasks and decisions is, “Get the information from an expert (maybe two) and do it already.” I don’t tend to ask why,…
The Four Tendencies: Obligers as Investors
Obligers are the most common of the Four Tendencies. They tend to make fabulous friends, co-workers, family members, and spouses. That is because, “they tend to meet deadlines, keep their promises and follow through for others.” Where Obligers struggle…