Investing

The Role of Different Asset Classes for an Investor

Investments are broken down into broad categories called asset classes. Each asset class is defined by unique characteristics that provide investors with benefits but also come with risks. This is referred to as the risk/reward tradeoff. This means assets with more potential upside also come with more potential downside. In this blog, five of the …

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Speculating vs. Investing: How to tell the difference?

As we look back, 2022 provided an important reminder that financial markets are largely unpredictable and staying disciplined under stressful market conditions is what makes us successful investors over the long term. I am currently about 3/4 of the way through reading the Intelligent Investor by Benjamin Graham again. This is the book that has …

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Supercharge retirement savings with a Health Savings Account (HSA)

In the span of 4 years my wife and I have had three boys. With a growing family, comes growing medical expenses. A few years ago we started saving and investing in a Health Savings Account (HSA). Roth IRAs are often touted as the ultimate savings vehicle, but nothing beats the tax benefits of an …

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