Our Blog
Twenty Largest Companies in the US by Stock Market Capitalization
Technology stocks hold the top three spots on this list of the largest companies in the US (by market capitalization). Market capitalization is the market value of a companies’ outstanding shares (the number of shares times the share price). Here are the top 20:...
Kirk Du Plesis, Options Alpha – Option Trader
Exploring Options Trading with Expert Kirk Duplesis: Episode 17 of the 'Ask a Fee-Only Financial Planner' Podcast Welcome to the 17th episode of the 'Ask a Fee-Only Financial Planner' Podcast, hosted by Bill Holiday from AIO Financial. In this episode, we dive into...
Generation Investment Management
Generation Investment Management has gained some recent attention because of their recently reported above market returns for Socially Responsible Investing and also because their chairman is Al Gore. I called Generation Income and found that their investment...
Social Security Strategies Ending
Many couples will need to adjust their retirement plans because of two big changes affecting Social Security benefits. Because of Congress’ November, 2015 budget deal, two popular claiming strategies are coming to an end. The “file and suspend” and the “restricted...
Probate – Estate Planning
What is Probate? The court process for transferring property that do not have designated beneficiaries. What assets are subject to Probate? All assets that are in the decedent’s name (without a designated beneficiary) at the time of death. The estate needs to go...
CAPE 10 Ratio In Need Of Context
The price to earnings (P/E) ratio is a fundamental metric for evaluating whether a particular investment (or markets in the aggregate) are overvalued, undervalued, or fairly valued, with the caveat that the P/E ratio can be highly volatile from year to year and across...
What to Expect from the Market
Insights from the Latest Values Investor Podcast A Fresh Take on Fitness and Finance with Bill Holiday Welcome back to the Values Investor podcast, where your host, Bill Holiday, merges the world of finance with personal well-being. In the latest episode, Bill...
Financial Winners and Losers Under Trump Presidency
Happy 2017. I’m back after a break from blogging and social media – since the Trump election. I was extremely disappointed with the results of the election and how Trump won. The entire election process is disturbing. I spent some time thinking about how I...
Financial Advisor Jokes
I’m not saying my financial adviser is bad at his job……but when I went into her office and asked her to check my balance, he tried to push me over What’s another name for long-term investment?A failed short-term investment. The market is weird. Every time one guy...
How to Save on Taxes with your own Business
Interview with an Enrolled Agent In this podcast/video/blog I speak with Amy Wall, an enrolled agent, which means she is licensed by the IRS to represent taxpayers and she has a degree in economics. She works on taxes for individuals and business owners at the Tucson...
Financial Planning Mistakes made by Actors
https://youtu.be/XQ_qpwRxeIg In this episode, we discuss financial planning mistakes made by actors. We are looking at financial issues for people who have inconsistent high income. We discuss major issues and mistakes that are commonly made. Here is the transcript...
Operate Your Own Residential Assisted Living Home
https://youtu.be/Uu6uNARFsIQ This is an interview with Emmanuel Guarino, the #1 Realtor for Residential Assisted Living in Arizona. He works alongside his wife to buy and sell more RAL’s than anyone in their prospective state. Emmanuel trains and teaches at the...