It is the great question of our time - Should you contribute to a Traditional IRA or a Roth IRA? I’m not looking to stir any pots here… but I wouldn’t mind adding some important ingredients to enrich the flavor, of the soup in the pots? I’m not entirely sure…
Where should you start putting your excess money first? Savings Account? Investment Account? Retirement Account? Let's talk about 5 places you should be prioritizing as the excess cash starts flowing! LINKS Learn more about Dallin: https://dallincutler.com/ Subscribe to the channel: www.youtube.com/@insightwdallincutler DISCLOSURES - Dallin works for EP Wealth Advisors EP…
The phrase "time heals all wounds" may be first attributed to the Greek poet Menander... according to Google. I don't know him nor do I know the kind of life he lived, but he had a point. It is amazing what TIME can do when you invest, especially when your…
"What will it cost?" is a sentence I often use... with my wife. This video won't help spouses peacefully balance the monthly budget, but it will help you better understand the general costs you need to be aware of when investing in the stock market. LINKS - Learn more about…
Do you often feel like you are missing out? Do you ever wonder, am I doing the right thing? Do you find yourself irritable, frustrated or stressed out? Prozentivus can help (made up word and prescription drug). I am not advocating that you take prescription drugs if you feel this…
Setting proper expectations is a good thing. Understanding the risk you take when you invest is an exercise in setting proper expectations. This seems like a healthy thing to do... so I made a video about it. LINKS - Learn more about Dallin https://dallincutler.com/ - Subscribe to the channel www.youtube.com/@UCtoiM6i5VxygpFXP6IWpgkg…
Some love gold, others do not care for it. Some say you must own it, others seem impartial. Where should you fall? LINKS Learn more about Dallin: https://dallincutler.com/ Subscribe to the channel: www.youtube.com/@insightwdallincutler SOURCES - Why you shouldn't own gold https://www.outlookindia.com/business/5-reasons-why-you-shouldn-t-invest-in-physical-gold-news-44865 - Why you should own gold https://www.investopedia.com/articles/basics/08/reasons-to-own-gold.asp#:~:text - Stock…
"Why would anyone want to invest in international stocks!?" some passionately exclaim. They're not wrong if you have been paying attention the past few years. But that's the past few years, what if we widened our gaze? Should we really be avoiding international stocks like the plague? LINKS - Learn…
"You might as well go gamble in Vegas..." says someone referring to the stock market. I hear people say things like this all the time. I don't like it. Is investing in the Stock Market actually like gambling in a Vegas Casino? Let's find out together... with some chuckles along…
Did you know you might have to pay taxes on your assets when you die? Yes, it’s true, like on assets you’ve already paid taxes on. There are two tax systems in the United States: 1. The Income tax system – The one that everyone knows about. You make income…
A plethora of negative financial news continues to dominate headlines. In moments like these it's important to remember some key fundamentals. I go over 5 of them, rules if you will, that are good reminders both now and always. - These 5 rules will remind you to control what you…
1. Maxing out all available qualified accounts (what are qualified accounts?) 2. Bunching your deductions (itemized deductions vs the standard deduction) 3. Utilizing a brokerage account for tax savings: a. Tax Loss Harvesting b. Using a Margin Account 4. Charitable Giving (in-kind contributions & QCD's) 5. Make Less Money LINKS…
The majority of you probably look at your investments once a quarter, when the quarterly statements arrive. I dislike those quarterly statements... and YOU should too! LINKS - Learn more about Dallin https://dallincutler.com/ - Subscribe to the channel www.youtube.com/@insightwdallincutler SOURCES - Kwanti: https://kwanti.com/ - S&P 500 Index: S&P data ©…
From December 2019 to November of 2022, a lot happened. Here’s a reminder of a few of them: 1. A global pandemic hit. By the end of March, the S&P 500 had dropped nearly 20% in value. 2. Bitcoin and other cryptocurrencies reached record highs … and then crashed. 3.…
Inflation is UP and stock market returns are DOWN... is this a sign of worse things to come? Have we seen something like this in the past? How has the stock market responded previously? Let's help YOU understand the best plan of action moving into an unpredictable future. LINKS -…