Blog | Podcast Appearances
From Impatient to Patient Investing
On our video last week, Eddie mentioned this quote from Warren Buffett. Although I have heard it before, I think that this is extremely relevant to repeat as we seem to be back to a “normal” market, after the last few years of relative calm.
January 2022 Investment Market Update
Ben Hockema is joined by Eddie Arraya for a quick investment market update, amid the rough 4 weeks to start the year.
Q3 2021 Investment Review and Outlook
This begins our series of video podcasts, as Ben is joined by partner Gary Bowyer to discuss what we saw in the 3rd quarter.
Are you worried about Evergrande?
As many clients have noticed, the stock market, measured by the S&P 500 Index, has dropped for 9 of the last 12 trading days. This has caused a few worried clients to reach out, particularly after the stock market fell another 1.7% on Monday, Sept. 20th.
Don’t Buy a Home for Financial Reasons: Your Home is Not an Investment
The “American Dream” is different for each of us, but there is one common thread. It has been drilled into our heads for decades that a part of the “American Dream” is to own your own home. Add in HGTV home remodel shows, Youtube videos about making money in Real Estate and historically low interest rates (driving up home prices while keeping mortgage payments down), and you have a recipe for irrational excitement around home ownership.
3 Big Things About Snowflake Open Enrollment
Open Enrollment, that time when you get a bunch of emails from HR but never seem to find the time to look into it. Then, on the last day, you just keep things the same as last year…
Give More To Your Heirs, Not the Government
Since 1997, the estate tax exemption has been increasing with the tax rates dropping. This means that estate tax planning has not been a factor for many people. Looking ahead, there are a few things to look out for, and, depending on your current and projected estate size, you may want to begin taking steps here in 2020.
Another Way to Think About Spending: Taxes, Fixed Expenses and Variable Spending
In our first two posts on financial independence, we focused on saving instead of spending and on increasing your savings rate. But, what if you’re trying to find more room in your “budget” to save more money? How should you think about approaching your spending?