There’s a debate in the financial planning community that’s been gnawing at me for some time. Years ago it would happen face to face, politely, in the halls at industry conferences. Then a few years…
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The Great Fee Debate
Planning Your Finances When You’re in the Sandwich Generation
Everyone likes a good sammie – they can be delicious and convenient. But when you’re the filling, it’s a different story. A recent survey by the Pew Research Center found that more than 50% of…
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The Business Owner’s Financial Order of Operations
Fundamentally, the best way to build wealth consistently is to spend a little less than you earn. The more you earn and the less you spend, the more money you have left over at the…
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GMB #168: Here’s What I Plan to Teach My Kids About Money
It’s never too early or late to start teaching your kids healthy financial habits. In this week’s episode of Grow Money Business, Grant shares a few core concepts that will instill habits that are geared…
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GMB Ep #165: Everything You Need to Know About Alternative Investments
Alternative investments can be great investments, but you must generally be a strong candidate for them. In this week’s episode of Grow Money Business, Grant discusses what alternative investments are, why they are good considerations,…
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GMB Ep #164: Where to Park Your Cash With Interest Rates Rising
As of lately, many people are interested in where to park cash amid rising interest rates, as well as the best options that provide the maximum benefits possible. In this week’s episode of Grow Money…
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GMB Ep #163: What Investors Need to Know About the SECURE 2.0 Act of 2023
The Consolidated Appropriations, or SECURE 2.0 Act of 2023 provides some changes in the functions of ROTH accounts, 401K plans, and mandatory distributions from your retirement accounts. In this week’s episode of Grow Money Business,…
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GMB Ep #162: The Financial Planning Process Everyone Needs to Be Using
Being well educated in financial planning is vital, especially if you try to plan on your own. However, people who do it themselves often have an inconsistent process. In this week’s episode of Grow Money…
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GMB #161: The Yield Curve is Inverted…. Should We Sell Stocks?
An inverted yield curve is an indicator of the possibility of a future recession, and also creates implications for investors and market participants. Currently, the U.S. government is in a sudden, and steeply inverted yield…
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December Market Commentary: The Predictive Limits of Data
November Recap and December Outlook We’re on the home stretch of a year in which “unprecedented” doesn’t even begin to capture it. Nothing went according to plan, for anyone, from Russia’s invasion of Ukraine to…
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