From the desk of James Taska
A collection of advanced concepts, nuanced discussions, and unique case studies to deepen your understanding of finance.
A discussion on how we can potentially navigate sequence of return risk surrounding retirement.Read More
Financial planning and investing are complex endeavors that require rational decision-making backed by sound research. Unfortunately, we are often our own worst enemies, as human psychology is riddled with cognitive biases, mental traps andRead More
The Backdoor Roth IRA strategy offers a way for high-income earners to enjoy the benefits of a Roth IRA. However, for business owners, the presence of SEP IRAs and SIMPLE IRAs, can complicate matters due to the IRA Aggregation Rule.Read More
Life insurance is a valuable tool in achieving estate equalization.Read More
Including alternative investments and strategies in an investment portfolio can potentially offer several key benefits to investors, particularly if they are non-correlated with traditional stock and bond allocations.Read More