Investment Policy Statement
Investment Policy Statement (IPS) for George Washington. A comprehensive document designed to outline the investment goals and strategies for George’s portfolio. Every Investor needs an Investment Policy Statement
What Is an ETF
An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or other assets.
Tax Loss Harvesting
Tax Loss Harvesting is a topic I will be talking about in coming episodes on Missional Money Podcast in our Tax Tip Tuesday Segment.
State Farm Agent Story
In this video, I’m introducing the BayRobo Strategy and inviting you to consider joining me in putting BayRobo into place in your investment portfolio. This State Farm Agent story is from 1998 in Ridgway, PA
DocuSign
At BayRock Financial, we love Charles Schwab and we especially appreciate their use of technology to make our job as your Independent Fiduciary RIA more efficient. Thank you Charles Schwab and Company for making our lives easier so that we can spend more time making our clients’ lives easier, too.
Options Trading Strategies
One of the tools in my investment management toolbox is Options, specifically Covered Call Options and Naked Put Options. I’m reaching out to a number of my clients to recommend that we set up Options
3 Investor Mindsets
An extreme downturn in the market can shake your confidence, but keeping your mind set on your long-term goals can help you weather the storm. Consider how these three investors—the Stalwart, the Reactor, and the Waffler—behaved during different market conditions over the course of 40 years
SEP or SIMPLE IRA
SEP or SIMPLE IRA plans can be a great alternative to 401(k)s, each offering attributes that could be attractive, depending upon your specific circumstances. Comparing these two options can be difficult, as there are multiple factors to weigh, so we have created this handy SEP or SIMPLE IRA Flowchart with an instant download link.
Contributing To My Roth 401(k)
Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing participants to make after-tax salary deferrals to your employer plans. You may have the opportunity to contribute to a designated Roth account in your 401(k), but are uncertain about the best savings strategy for your personal circumstances.
Backdoor Roth IRA Contribution
Backdoor Roth IRA Contribution if you earn too much, you are unable to make a regular contribution to a Roth IRA the workaround is the Backdoor Roth IRA