Deciding whether to rent or buy a home is one of the most significant financial choices many people face. In the United States, around 65% of households owned their homes in 2023, according to the U.S. Census Bureau. While homeownership can be a pathway to… Read More »Is Homeownership the Right Move for You? A Strategic Checklist for High-Income Earners
As a business owner, navigating financial planning can be a complex and time-consuming task. However, with the right tools and resources, it becomes not only manageable but also a strategic advantage. In this blog post, we will delve into our experience with RightCapital’s financial planning… Read More »Streamlining Financial Planning: A Success Story with RightCapital
I’m not a tax guy, but I do know how to save money. As a financial advisor, I naturally get questions about taxes. Here is a list of tax resources that I believe are *better than Googling* IRS Tax Audit Technique Guides IRS Tax Audit… Read More »Essential Tax Handbooks: My Top 3 Must-Reads for Savvy Business Owners
American couples are some of the most financially smart and resilient in the world. While every couple has its unique makeup, who you choose to save, invest, and plan for the future with is important. Researchers have shown that if couples manage their money in… Read More »The 3 Types of Financial Couples Every Investor Should Know
In the vast world of investment management, Target Date Funds (TDFs) have tectonically shifted the landscape, offering a simplified, passive investment approach tailored to a predetermined retirement date. TDFs have grown enormously in assets, reaching $1.4 trillion at the end of 2019, and account for… Read More »Passive has Power: Exploring the Impact of Target Date Fund Manager Actions
1. Higher Interest Rates are Always Bad for Stocks Myth: Many people believe that when interest rates rise, stocks will always fall. The reasoning is that higher borrowing costs can decrease corporate profits, and the higher yields on bonds can make them more attractive relative… Read More »3 financial myths debunked under higher interest rates
Today is June 27th, 2023… which means… 49 percent of the year has already passed. 51 percent of the year is still ahead. I guess you could say it’s “halftime” for the year. Just like halftime in sports, at Tuttle Ventures we celebrate the mid-year… Read More »Are You On Track with Your Retirement Contributions? A Mid-Year Check-In
Investing in the stock market can be a great way to grow your wealth over the long term, but it also involves risk and requires careful consideration. Here are some things to consider before investing in the stock market: By considering these factors and conducting… Read More »Things to consider before investing in the stock market
Do you have a Bonus paycheck coming up? Don’t forget about taxes! Be sure to check your tax withholding on your W-4 form. The W-4 Form is an IRS document you complete for your employer to determine how much should be withheld from your paycheck… Read More »How to Handle Taxes on Your Bonus Paycheck | Tips for a Bonus Paycheck
As an investment guide for founders, innovators and original leaders, I know that you didn’t take the traditional path to build your wealth.That’s why your investment strategy should be as unique as you. You have the ability to invest in a wide range of assets,… Read More »Investment guide for founders, innovators and original leaders