Investing with purpose gives you the freedom to invest confidently, but you have to stay the course and avoid common investment traps. Today, Paul and

Most people will receive an unexpected sum of money in their life. Today, Paul and Jim give you the confidence you need to be ready

It wasn’t until recently that investors have been pushing to get cryptocurrencies into their portfolios. Today, Paul covers an article from one of his mentors

It is easier now than ever to borrow money for consumer purchases. Almost every business has its own credit card or financing option. Today, Paul

Join us for Day 3 of “How Social Security Works” on the Investor Coaching Show. Listen along as Paul answers common questions: How does social

Join us for Day 2 of “How Social Security Works” on the Investor Coaching Show. Listen along as Paul answers common questions: How does social

The current administration has repeatedly said it plans to raise taxes on corporations. One listener is concerned that this could hurt stock prices. Today, Paul

Over the next three days, Paul is going to be talking about the Social Security system. Listen along as Paul answers common questions: How does

As you get older, it’s easy to get nervous about the money you have in the market. Today, Paul talks about market downturns, how long

Lower income earning spouses usually consider their spouses social security benefits because of their inconsistent careers. Today, Paul and his team talk about this and

The current administration has repeatedly said it plans to raise taxes on corporations. One listener is concerned that this could hurt stock prices. Today, Paul

A step up in basis is when an asset is revalued to today’s value after it has been inherited. This can have a big impact

This week Paul answers this question from a listener: I’m 73 years old. So, is it too late to do Roth conversions? Listen along to

A recent study shows that US bond owners have to wait 57 years for the bond prices to outpace inflation. Paul talks about why bonds

Some investment companies out there are taking advantage of investors. Between encouraging children to buy and sell stocks to telling investors there are no fees

This week Paul and his team answer a listener question: Shouldn’t we be investing in the industries and companies of the future? Paul and Evan

The federal deadline to file taxes has been moved this week to May 17th. This change also affects the date to file for State Taxes

It’s easy to get confused about why we own bonds in our portfolio. Paul breaks down the key roles bonds have in your investment strategy.

The Investment Company Institute (ICI) finds that only 12% of people who fund 401(k)s also make Roth IRA contributions. Today, Paul and his team talk

Paul has seen more clients wanting to put half of their money with one company and half of their money with another to compare portfolios.