top of page



Can You Put Your IRA in a Trust?
Yes, but consider these pros and cons first. A trust can hold many different assets, including your individual retirement account (IRA)....
Todd Welch
Jul 21, 20234 min read
0 views
0 comments


Tip of the Day: 8 Investments That Can Pay You Monthly
With research and planning, you can create a steady stream of income. When it comes to investments, patience is a necessary virtue....
Todd Welch
Jul 20, 20232 min read
0 views
0 comments


Investment Advisors Rarely Beat the Market
Introduction When it comes to investing, many individuals seek the guidance of investment advisors to help them navigate the complex...
Todd Welch
Jul 7, 20233 min read
3 views
0 comments


Dividends Plus Growth = Return on Investment
Introduction: When it comes to evaluating the performance of an investment, many individuals tend to focus solely on capital appreciation...
Todd Welch
Jul 3, 20233 min read
2 views
0 comments


College on $150 per Month
Introduction: As parents, we all want the best for our children, and one crucial aspect of securing their future is ensuring they receive...
Todd Welch
Jul 3, 20232 min read
1 view
0 comments


Start Here if You're New to Investing
Investing is important for beginners as it can generate higher returns, allow for compounding growth, and protect against inflation, with...
Todd Welch
Jul 2, 20235 min read
1 view
0 comments


Urgent, Urgent - Emergency (Account)
Title: Building Financial Security: The Importance of Creating an Emergency Account Introduction: In an unpredictable world, it's crucial...
Todd Welch
Jun 30, 20233 min read
5 views
0 comments


Pay Yourself First - The 10% Rule
The "Pay Yourself 10% First" rule is a personal finance principle that suggests setting aside 10% of your income for savings or...
Todd Welch
Jun 30, 20232 min read
1 view
0 comments


Growth is for the Young, Dividends as We Age
Younger investors should prioritize growth stocks in their portfolio to take advantage of potential future growth and higher returns,...
Todd Welch
Jun 30, 20232 min read
0 views
0 comments


Rent vs. Buy In the United States' New Economic Reality
The key idea is that whether renting or buying a home is financially beneficial depends on factors such as the monthly cost, potential...
Todd Welch
Jun 29, 20233 min read
3 views
0 comments


Index Funds for Diversification, Lower Risk, and Higher Returns
Introduction: Investing in index funds has gained immense popularity in recent years as a passive investment strategy. These funds aim to...
Todd Welch
Jun 29, 20233 min read
1 view
0 comments


529 Plans The Good, Bad, and Potentially Ugly
A 529 college savings plan is a popular investment vehicle designed to help families save for future education expenses. It offers...
Todd Welch
Jun 29, 20232 min read
1 view
0 comments


401 maybe NOT o(k)?
Why a 401(k) May Not Be the Best Investment Option for Some People Introduction: When it comes to retirement planning, a 401(k) is often...
Todd Welch
Jun 29, 20233 min read
3 views
0 comments


Alpha, Beta, and Sharpe (Ratios)
Alpha, beta, and Sharpe ratio are important measures used in financial markets to evaluate investments. Here's a simple explanation of...
Todd Welch
Jun 29, 20232 min read
0 views
0 comments


The Rule of 72 Double Your Money
The rule of 72 is a simple way to estimate how long it takes for your money to double when you're earning interest on it. Here's how it...
Todd Welch
Jun 29, 20231 min read
4 views
1 comment


Inflation and Investments
Inflation can have both direct and indirect effects on investments in the stock market and equities in the US. Here are a few ways...
Todd Welch
Jun 29, 20232 min read
0 views
0 comments
bottom of page