Women and Retirement Challenges
The pandemic expanded the chasm women face when planning for retirement. Many women put their…
SFSJuly 1, 2021
Investment Debate: Stocks or Real Estate
I am often asked if real estate is a better investment than stocks. The answer…
SFSJune 4, 2021
Cryptocurrency – a Quick Guide — James Derrick
What are cryptocurrencies? Completely virtual form of money invented by computer programmers for peer-to-peer digital…
SFSJune 4, 2021
Higher Inflation is Here
In 1979, global oil production dropped roughly 4%, primarily due to the revolution in Iran.…
SFSJune 4, 2021
Getting Back to the Office
After a year of change and adaptation, we can see the light at the end…
SFSJune 4, 2021
The American Families Plan – the Good, the Bad, and a lot of Debt
The U.S. middle class is shrinking. There has been growing polarization as the rich become…
SFSJune 4, 2021
From Tech-Loving Lockdown to a Stimulus-Charged Reopening?
The stock market does a good job discovering prices, but it gets carried away to…
SFSMarch 31, 2021
In Through the Backdoor
The Roth IRA is my favorite retirement savings account. It offers compelling benefits, including tax-free…
SFSMarch 31, 2021
Has All This Stimulus Created A Rational Bubble?
One of the most absurd and fascinating financial stories of the pandemic was Hertz. Yes,…
SFSMarch 31, 2021
Getting Organized
Keeping up with paperwork, documents, and bills each year can be challenging. It is too…
SFSMarch 31, 2021