Our Blog
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...
Investing during the Corona Virus Crisis – COVID-19
https://youtu.be/Wbqv-EyOtR8 In this podcast/blog/video, I discuss investing during the corona virus crisis. You can see our video here. I know it has not been easy to look at your account balances go down over the past couple of weeks. It feels a bit like we are...
Corona Virus Disaster Loan Assistance
https://youtu.be/3B69mXxkNPA Corona Virus COVID-19 Disaster Loan Assistance There are two main loan programs to help small business owners through the COVID-19 crisis (created as part of the $2 trillion COVID-19 relief package): Economic Injury Disaster Loans (EIDLs)...
Stock Trading Strategies – Real or Hype
In this podcast I will answer the question: How can I make more money in the stock market? I spoke with a fellow financial planner at a recent professional meeting who used to be a day trader. He told me that he would have stretches of good success and then...
Long/Short Investing Strategy
When investing, broad diversification can reduce your risk. Many investors limit themselves to bond funds and stock funds. In many 401k, and other employer sponsored plans, bond and stock funds are the only option. The stock market is at all time highs and...
Employing Children and Kiddie Tax
In this podcast I will answer the question: What are the benefits of employing a child? And what are the limitations? EMPLOYING KID Employing a child can be effective way to shelter income from taxes. The earnings a child receives can be put into...