Advise on Beagle application for 401k consolidation
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 […]
2023 Predictions Thread
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 […]
Where To Invest Vanguard Funds?
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). […]
Why do people tend to go for Roth 401k / IRA?
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 […]
Financial Advice I’d Tell To My 20 Year Old Self Today
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 […]
Analyzing Private and Public Valuations in 2022
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 […]
Risks Involved with Buying a Foreclosure
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 […]
