SVIC Facebook Q&A Discussion: Beagle application for 401k consolidation Question for the group: *This question was asked to the community last January 5, 2023: Does anyone know about the Beagle application for 401k consolidation? I’m pretty sure I have some old 401k’s with old employers that I’d rather not communicate with, even for […]
SVIC Facebook Q&A Discussion: 2023 Predictions Thread: Make any investment or non-investment predictions. *This was posted to the community last January 3, 2023: Community Answers: Comment #1.1: “1. In an environment of slow growth, falling inflation, and new monetary policies, expect 2023 to have upside for bonds, defensive stocks and emerging markets. Muted […]
SVIC Facebook Q&A Discussion: Question for the group: *This question was asked to the community last June 29, 2022: Hi folks! What are some Vanguard funds you invest in? Community Answers: Answer #1: Vanguard S&P500 Index Fund “For me, just the Vanguard S&P500 Index Fund … Vanguard 500 Index Fund (ticker: VFINX). […]
SVIC Facebook Q&A Discussion: Roth 401k/IRA vs Traditional Question for the group: *This question was asked to the community last December 13, 2022: Why do tech industry people in California use Roth 401k/IRA instead of traditional? Unless I’m missing something—you’re already in the highest tax bracket so your tax bracket post-retirement cannot be […]
SVIC Facebook Q&A Discussion: If you could tell your 20-year-old self one financial advice, what would it be? Question for the group: *This question was asked to the community last April 20, 2022: I’m currently a junior at University with no student debt and reasonable financial support from my family. In the upcoming […]
Price Tags on Tech Companies As investors, we are always paying attention to the valuations that are being set by both public and private markets. Today’s post is a review of current public market valuations, how we see that flowing through to private markets, and where we see things going from here. Background: Government policy […]
Having trouble finding a good deal? You are not alone! With the current low inventory market and surging sale prices, you may be looking to purchase a foreclosed property for the first time or in a new state. If this is you, I am here to help examine a possible risk you may not be […]
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