Financial Education

The type of account where you invest your retirement savings affects how withdrawals, gains, losses, and eventually inherited assets are taxed.

Tim reveals how to leverage the 0% capital gains tax bracket, explains the difference between ordinary income and capital gains tax rates, and shares the strategy of "tax gain harvesting."

As the end of the year approaches, it's the perfect time to review your tax situation and take advantage of strategies to save money this year and limit your lifetime tax liabilities. Don't miss these valuable tax-saving opportunities.

Tim discusses stock market volatility and advises clients to remember the purpose of their investment portfolio - to create a reliable income stream in retirement.

Tim covers 5 problems with dividend investing and what he believes to be a superior long-term investment strategy.

Tim breaks down everything you need to know about deploying a dynamic guardrail withdrawal strategy for a safe income stream during retirement.

Tim breaks down the 20 most common investment mistakes as outlined by the CFA Institute. This emphasizes the importance of planning ahead, minimizing emotional decisions, considering risk tolerance, and the importance of partnering with a financial professional.

Tim shares a recent Morningstar study about why investors underperform every year and how to improve your returns. I also tie in how advisors can add value.

Tim talks about the rapid increase in the stock price of GameStop to cause a short squeeze, why it could happen again, and how it doesn’t have to affect your retirement.

Tim explains “Don’t fight the Fed” from some of our weekly emails. Then he adds a Twitter thread from Peter Mallouk for clarification on why the markets are bouncing back so well.

Tim provides an update on the current market volatility, important things to keep in mind during uncertainty, and 3 action items he's recommending to his clients.

Tim talks about how to assess the possible impact of the coronavirus (or any future pandemic) on your investment portfolio.

Tim talks about the reality of how impeachment proceedings affect the stock market by looking at prior impeachments and the economic forces going on at the time.

Tim talks about five problems with dividend investing and also a better investment strategy.

Tim talks about the appeal of investing IPOs, the problems, and why companies do IPOs, plus, whether IPOs should be a part of your investment portfolio.