roth
Liberation Day Happened! (Top 5 Stories of 2025)
Happy Friday! It's always a happy Friday, even if stocks are painful this week.I wrote most of our quarterly commentary just before Liberation Day on April…
roth
Leaked: U.S. Secret War Plans Sent to the Wrong Person
Happy Friday! Our free giveaway is live this weekend. Like and comment on our Facebook or LinkedIn post with your favorite financial advice to win some of our merch (windbreaker, jacket, backpack, or Yeti mug).
roth
New Chinese Charger is 3X Faster than Tesla's
Happy Friday! We recently ordered some merch and love the way it looks. We are thinking of ways to share it.
roth
Did Putin Agree to a Ceasefire?
Happy Friday! It’s official: I played pickleball outside! It’s making me very excited about this summer.Office announcement: Our team will work remotely from…
roth
Recession Time! Tracking -2.8% GDP
Happy Friday! After sailing the Bahamas, I've returned to the work groove this week. The trip was awesome, and I had an amazing time with friends and family.
roth
How to Avoid Capital Gains Tax
My (Amy) birthday is on Monday, so my husband and I (pictured above at Cedars 5 years ago) are celebrating this weekend with dinner at my favorite restaurant,…
401k-ira
Ukraine Selling Rare Metals for Peace
Happy Friday! Today, I'll head off to the Bahamas on a sailing trip with my brothers and friends. My brother Mark will be the captain of our voyage.
roth
Musk Buying OpenAI
Happy Friday! Well, it finally happened—Jenny and I(Noah) caught the flu like the rest of the world.
roth
Is Gaza Trump’s Next Luxury Resort?
Happy Friday! My pickleball obsession is alive and well. I’ve been playing Tuesday and Thursday mornings at The Press, and it's been a fantastic way to stay active.
roth
Deadliest Accident in Two Decades
I celebrated my birthday last weekend with a trip to Mt. Spokane—a perfect bluebird day.
401k-ira
Trump's Massive Changes
Happy Friday! It's official; my wife Jenny and I just painted the baby room, which means we are 100% prepared for our first baby, right? I can't believe it's…
roth
Should I do a Roth conversion in 2026?
As a Spokane financial advisor, I frequently ask clients entering retirement about Roth conversions.