Executive Summary Russian War and the Market In this episode Tyler breaks down how war has impacted the market since 1940 and what that means for the recent invasion of Ukraine by Russia. First, we would like to send our thoughts to those impacted by the military action in Eastern Europe and hope for a […]
Executive Summary Kids are expensive. The estimated cost of raising a child until the age of 17 is $233,610 (with inflation, that is estimated to be $280k). That figure excludes the cost of higher education. Here are a couple of life hacks and financial hacks when dealing with the expenses of raising kids! Medical Expenses. […]
Executive Summary In episode 23 of Financial Discretion Advised, Tyler brings Jim Bradley back on to discuss the current market volatility and how it fits in the historical context of the market, as well as Jim’s fixes for a broken Social Security System. The two finish up talking about the benefits of using an HSA […]
Market Review Following a notably tumultuous 2020, there were hopes that 2021 would be calm. Perhaps on a relative basis it was, but the Capitol siege on January 6th set the tone for what would still be a long year. Despite hopes that the widespread distribution of COVID vaccines both in the US and worldwide […]
Executive Summary Alternative Assets – What are they? Alternative assets tend to be a “catch-all” category that includes things like Real Assets (Commodities and Private Real Estate), as well as things like private equity, private debt, hedge funds and liquid alternatives. Sam gives us a good break down of all these investments. – Why are […]
Most American citizens have not experienced a society without Social Security. What’s the problem?
Investing in bonds, whether to diversify a portfolio, to produce reliable income, or to simply hold onto some money for a ‘rainy day’, has been challenging over the past few years. Interest rates, which started to look slightly more competitive in 2018 and 2019 returned to even lower levels in 2020 and haven’t markedly recovered. […]
Historically, the holiday season has been one where people focus on charitable giving. Studies show that about 2 out of 3 Americans take part in charitable giving, with a total amount approaching nearly half a trillion dollars overall. December is the month where most giving occurs, and while taxes are often thought of as a […]
Executive Summary In this episode Tyler tackles some of the reasons for the recent rise in inflation, and how it can impact your portfolio. He also dives into the world of Crypto and how it is changing the investing landscape. The financial planning strategy on this week’s episode is the Backdoor Roth. Inflation: What is […]
