Alex Okugawa
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Mega Backdoor Roth: What It Is and Who Should Consider the Strategy
The annual 401(k) contribution limits are often too low for high income earners. In this post, I am going to…
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How to Invest in Speculative Stocks
Here I am going to breakdown why investing in individual, speculative stocks is perfectly fine with thoughtful guidelines in place.
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Monthly Pension or Lump-Sum: Which option should I take? + Free Resource
As you approach retirement, you might be wondering which option is best. This decision is not one to take lightly.…
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What Do Low Interest Rates Mean for My Retirement?
Mortgage rates are at historically low levels and borrowing money is relatively cheap. However, a retiree typically has less debt…
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Value Investing: Will Big, Growth Companies Continue to Dominate?
With the extraordinary performance of a handful of tech-giants, it leads many investors to wonder if we should expect these…
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Investment Strategy Basics: How to think about portfolio construction
Perhaps you see the S&P 500 has dropped 2% and think to yourself, “Oh no, my portfolio has dropped 2%!”
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What Will the Stock Market Do This Week?
Recent weeks, following the fastest bear market in history
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The CARES Act: 6 Things to Know For Individuals
The legislation is aimed at providing relief for individuals and businesses that have been greatly impacted by COVID-19.
