Insights

What No One Tells You About Investing

What No One Tells You About Investing

In this article, I want to help you make informed decisions toward building your wealth. Decisions that are rooted in purpose and aligned with your goals. Fortunately, the best investment wisdom is often the simplest. If you follow these basic, time-tested, easy-to-apply truths to managing your money, you may be pleasantly surprised at how effective you are at growing your portfolio with a newfound sense of clarity over how you’re doing so.

Here are five simple and elegant truths that will change the way you think about investing. 

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Should you worry about an inverted yield curve?

Authored by Larry Swedroe (bio below) Republished with permission. Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis point lower than the yield of 2.84 percent on the...

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EP 148 | Design Your Career for Wealth with Kim Bohr

EP 148 | Design Your Career for Wealth with Kim Bohr

Welcome to episode 148 of Profit Boss® Radio! In this episode, I had the opportunity to interview Kim Bohr. Kim Bohr is the CEO of The Innovare Group, a certified executive advisor, and a sought-after speaker. She combines 20 years of practical business experience as...

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EP 147 | Living Life on Purpose with Chris Farrell

EP 147 | Living Life on Purpose with Chris Farrell

Welcome to episode 147 of Profit Boss® Radio! In this episode, I had the opportunity to interview Chris Farrell. Chris is an economics editor with Bloomberg and a senior contributor with NPR Marketplace. He brings a great perspective on purpose and careers regardless...

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EP 146 | Identity Protection Part 2: Step-by-Step Guide

EP 146 | Identity Protection Part 2: Step-by-Step Guide

Welcome to episode 146 of Profit Boss® Radio! Identity protection is so crucial in this day and age that I felt we needed two episodes to cover all the information. If you have been following the news, you have definitely heard countless stories of people falling prey...

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EP 144 | How to Plan for Retirement Together: Client Stories

EP 144 | How to Plan for Retirement Together: Client Stories

Welcome to The Retirement Years on Profit Boss® Radio episode 144! This is a brand new season of Profit Boss® and I have made a few adjustments this season! Now titled: The Retirement Years on Profit Boss® Radio, this show is your weekly wealth building and retirement...

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EP 143 | How to Plan for Retirement Together

EP 143 | How to Plan for Retirement Together

Welcome to The Retirement Years on Profit Boss® Radio episode 143! This is a brand new season of Profit Boss® and I have made a few adjustments this season! Now titled: The Retirement Years on Profit Boss® Radio, this show is your weekly wealth building and retirement...

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Should I Have a Backdoor Roth IRA?

Should I Have a Backdoor Roth IRA?

You’ve heard about this thing called a ‘backdoor Roth IRA,’ but what is it exactly, who uses it, and when is the right time to consider it? First, a little preamble. Roth IRAs are a wonderfully tax-advantaged retirement savings account that allow you to save and grow...

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