Money Series

  • Why Roth IRA for Your Kid Is a Good Investment?
    I know for a kid retirement may be a strange concept; however, investing your kids “earned income” using an Individual Retirement Account (IRA) is the […]
  • Backdoor Roth IRA: Step-By-Step Guide
    Do you know that you contribute to Roth IRA even if your income is too high? The process is called backdoor Roth IRA. Here is the step-by-step guide to perform backdoor Roth IRA.
  • How to Write an Investment Policy Statement?
    Do you have an investment policy statement (IPS)? If not, you should consider writing one. Because it will lay the groundwork for your financial success. In fact, think of your IPS as your “long term view” of your financial success.
  • Should You Expect A Santa Claus Rally?
    The S&P 500 has generated positive returns 79% of the time since 1950 during the Santa Claus rally. Should we expect it in 2020?
  • What Is ESG Investing?
    The objective of any investment is to achieve growth. But what if you can grow your assets and at the same time be socially responsible? Such options have gained traction recently in the form of ESG investing.
  • Books Suggestions
    Here is the list of financial books for your consideration. All of these books made a significant difference in our wealth building journey. Hope it makes a difference in your wealth building journey.
  • Do’s and Don’ts of the Bear Market
    Bear market declines are hard to stomach for any investor. In fact, during bear markets or during large market declines, it is a challenge to stay the course when the majority are panic selling. This article discusses do’s and don’ts to consider during bear markets or during large market declines.
  • Is It Worth It To Tilt Your Portfolio Towards A Small Cap?
    Based on the last 10-years of risk and return measures, small cap stocks are underperforming and are more volatile compared to the large cap stocks. Is it worth it to tilt your portfolio towards a small cap stocks? Read more in this article.