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Evaluating a Company's Performance 🏅
If you're new to investing, determining a company's investment-worthiness can be overwhelming. Nic shows what to look at.
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treecityweb
- Dec 9, 2022
- 1 min
Safely Placing Cryptocurrencies into Your Long-Term Planning 🪙
Should I be keeping cryptocurrencies in my investment portfolios? Mitigate some of its risks and potentially benefit in the long-term.
treecityweb
- Nov 30, 2022
- 1 min
The POWER 💪 of Compound Interest 📈
Accruing $1 Million for your retirement is not so far out of reach – regardless of your income.
treecityweb
- Nov 23, 2022
- 1 min
You now have an Inherited IRA. Now what?
Nic draws up an easy-to-follow flowchart to show what rules your inherited IRA will follow depending on your unique situation.
treecityweb
- Nov 18, 2022
- 1 min
Taking Required Minimum Distributions as Efficiently as Possible!
RMD deadlines are approaching! So, how can you make the best of them?
treecityweb
- Nov 16, 2022
- 1 min
How Warren Buffet Invests During High Inflation
If you’re looking for advice from an experienced and successful investor, who better than Warren Buffett?
treecityweb
- Nov 2, 2022
- 1 min
Fall Money Moves 🍂
As the end of 2022 gets closer, there may be some important financial moves that you need to take advantage of while you can.
treecityweb
- Oct 21, 2022
- 1 min
SS COLA Increase & Roth Conversions
Social Security gave a 8.7% increase in benefits for the year 2023. Nic goes ever the updated maximum taxable earnings, exemptions, & more.
treecityweb
- Oct 17, 2022
- 1 min
10/15/2022 - High Risk, Low Return
Brian and Jeremiah explain bonds, why they’ve taken a beating, and how their secondary markets operate. Stealth inflation, RMDs, and more.
treecityweb
- Oct 10, 2022
- 1 min
The Risks of DIY Investing
When it comes to investing, is it something you’re willing to do on your own or are you better off paying someone to take that risk for you?
treecityweb
- Apr 25, 2022
- 1 min
Investor Preparedness Checklist ✅
Make sure you're prepared for retirement!
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