2024 IRA Limits
As we've previously discussed, IRAs are investment accounts retirement savers can use for the tax benefits. There are limits as to how much you can contribute to your IRAs each…
What is a Roth IRA?
A Roth IRA is a type of account individual investors can use to save for retirement. These retirement accounts offer tax benefits which can help grow your savings over time.…
The SBF story. Investment Advisor reviews “Going Infinite”
In a first post of its kind I wanted to share my thoughts on Michael Lewis’s “Going Infinite”. It tells the story of Sam Bankman-Fried (SBF), disgraced FTX founder currently…
SVB an Unlikely Canary but Still Scary
You don't need me to tell you how bad today was. Today was the worst single day for bank stocks since '08. The failure of Silicon Valley Bank represents the…
Was the Bull Run a Bull Trap?
This morning we had Walmart ($WMT) and Home Depot ($HD) report earnings. We also had the existing home sale report. None of these were positive indicators for the strength of…
What is Duration
https://www.tiktok.com/@jfjadvisoryservicesllc/video/7201901843448876331?is_from_webapp=1&sender_device=pc&web_id=7162918780199700010 Interest Rates vs Bonds Last year we saw carnage across multiple asset classes. Both stocks and bonds were beaten down relentlessly in an environment of rising interest rates. Today…
Being Financially Responsible
https://www.tiktok.com/@jfjadvisoryservicesllc/video/7199368632395140398?is_from_webapp=1&sender_device=pc&web_id=7162918780199700010 Being Financially Responsible and Happy Happy Superbowl Sunday investors! In this weekend's TikTok I discuss a very divisive tweet I saw recently. It reminded me that being financially responsible…
What is Growth Investing?
https://www.tiktok.com/@jfjadvisoryservicesllc/video/7196735024538946862?is_from_webapp=1&sender_device=pc&web_id=7161048623861564974 I can't believe it's February already! This week we define growth investing and talk about some of the risks associated with it. Growth Investing is the strategy of finding…
Questions to ask your advisor #2.
https://www.tiktok.com/@jfjadvisoryservicesllc/video/7194106892698815790?is_from_webapp=1&sender_device=pc&web_id=7161048623861564974 On this gloomy Championship Sunday (Who Dey!) we continue our discussion of questions to ask your investment advisor. This time we talk about the importance of asking your advisor…
“What is Dollar Cost Averaging?”
https://www.tiktok.com/@jfjadvisoryservicesllc/video/7191537967586872618?is_from_webapp=1&sender_device=pc&web_id=7161048623861564974 This week's TikTok defines what Dollar Cost Averaging is as well as gives an example of how it might work. Dollar cost averaging is the practice of investing a…