Whenever lottery jackpots swell, a wave of interest seems to roll across the United States. If people saved and invested instead of spending on lottery tickets, they could have more to show for it.

Unlock tax-saving secrets with Chris Cordoba's 2024 tips. Navigate deductions, invest tax-efficiently, and reduce taxable income. Watch YouTube Shorts for financial empowerment before tax day in 2024!

The investment advisory firm of Bad Santa & the Grinch continues to disseminate misinformation and lousy, no good, rotten-to-the-core IRA advice. These two unsavory characters take great joy in fouling up not only your holiday, but also the qualified status of IRAs.

If you have a traditional IRA (or a SEP or SIMPLE IRA) and you are age 73 or older during 2023, you must take an RMD by December 31, 2023. But what if your IRA is entirely illiquid? There are some possible solutions.

If the Grinch and Bad Santa both passed their FINRA Series 7 exam and decided to open an investment advisory firm, I’m pretty sure they would combine forces to intentionally deliver some of the WORST financial advice possible.

If you are thinking of buying an NFT (non-fungible token) with your IRA funds, you may want to reconsider. In Notice 2023-27, the IRS said that NFTs associated with “collectibles” are prohibited IRA investments. This could expose you to significant taxes and penalties.

Knowing that we are quickly approaching the debt ceiling deadline, I took some time to ask the opinion of our economic consultant, as well as one of the investment managers to which we have access for the benefit of our clients at our firm, California Retirement Advisors, and it may impact your retirement.

With inflation hovering near 40-year highs, you may want to consider an investment that can keep up with prices. Here’s how to get started with I Bonds.

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check.

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

Do your clients and prospects fully understand inflation, and what it means for their investments? Educate them with our latest article.

Do your clients and prospects understand how compound interest might help or hinder them in their investments? Teach them with our new article.

Feeling uneasy about your investments? It may be time to take a second look at what’s going on in your portfolio & make some decisions.

More than 80 million Americans invest in REITs either directly, through mutual funds or directly through exchange-traded funds. Are they right for you?

Passive income allows for an accumulation of wealth without a person’s direct involvement once the initial investment has been funded. Think rentals, stocks, bonds, etc.

While not likely to enhance returns in the long run, DCA is still a risk management technique that may minimize the pain of losses.

Signs it may be time to take the next step in your investing journey & ditch the DIY investing approach by finally hiring a professional.

Health is an investment, too. Let’s talk about how HSAs, FSAs and procedure strategies can help.

This article is designed to help your clients understand the basics of investing by breaking down the four types of financial markets.

This article will help your clients understand how to think about, discuss, and begin to create actionable goals, with you as an integral part of their team.

Is purchasing an annuity a smart investment for your financial future? Read on to learn more about the pros and cons of annuities.

Selecting the right investment options for retirement can help you stay prepared for unexpected expenses and a longer life expectancy. Learn more about your options and important considerations as you navigate retirement.

Explore 4 ways that momentous events can affect investment decisions — and how to remain balanced amidst the fear.

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

Trying to separate your personal bias and emotions from your investment decisions can be tough, especially when you don’t even realize you’re decisions are behavior-driven.

These books will help you understand not only the market today, but the history that has made it what it is. Have you read any on the list?

"I don't look to jump over seven-foot bars; I look around for one-foot bars that I can step over." — Warren Buffett

This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.

What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.

There are many lessons learned as an athlete that translate to the world of investing. These books are perfect for readers passionate about both sports and finance.

This article will help your clients understand modern portfolio theory and behavioral theory, and how this can help them understand their own investing styles better.

In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.

Now that required minimum distributions from retirement accounts are back for 2021 after being waived in 2020, you should look before you leap if you’ll owe RMDs this year. I’ll outline three commonly overlooked strategies by many retirement advisors, investment advisors, and financial consultants alike, that are good for you to at least know about especially if you own a large IRA. Note that this recommendation applies not only to most account owners who are 72 or older in 2021 but also to retirement account beneficiaries subject to RMDs.