Our Blog
Dave Ramsey – The 3 Basic Money Skills You Need To Know Review
https://youtu.be/T2EXLJwPOUI In this episode, we review the video from Dave Ramsey about The 3 Basic Money Skills You Need To Know Review. He talks about spending, saving and giving. Here is the transcript for this episode: There’s really three basic money skills, so...
Josh Vail, 361 Capital – Liquid Alternative Mutual Fund Investment
This podcast is an interview with Josh Vail from 361 Capital. 361 Capital is an investment management firm that is solely focused on liquid alternative investment (alternative mutual funds). They were founded as Hedge Fund of Fund in 2001 and managed money for...
Emergency Fund
https://youtu.be/6zanol_Lhzo Emergency Fund We recommend that most people have three to six months’ worth of savings available in case of an emergency. This is for necessary expenses. You should use this money if you or your family has a financial need such as:...
Ukraine – Russia Impact on your investments
https://youtu.be/mt3ybjh0NR4 We have received several calls regarding concerns about international investments because of the Ukraine/Russia war. It’s been a surreal two years; with Russia invading Ukraine just as it looked like we might be putting the COVID-19 virus...
Financial Advisors Kataya & Val
https://youtu.be/kijTzZn2g_Y The other day Bill Holiday sat down with the two newest fee only financial advisors at AIO Financial to ask some questions and learn a little more about them. Here’s what they talked about. Bill: In this episode, we’re going to introduce...
Home call center interview
If you’re looking for a career with relatively low barriers to entry, work-life balance, and plenty of opportunity to grow, a customer service role in a call center might be worth an application.
We’ve all interacted with a call center at some point,
What is cryptocurrency?
First, here’s a breakdown of what cryptocurrency, the blockchain, and NFTs are. Cryptocurrency is an electronic currency whose value is not regulated so it is worth whatever people are willing to pay for it.
You can buy a crypto “coin”
Bear Markets
A bear market is when the market has more than a 20% downturn from its recent highs. There is no exact length of time for how long a bear market will last.
The longest bear market in history occurred which was from February 09, 2020,
CAPE Investment Strategy
https://youtu.be/Eo6eiRdwtbQ CAPE-STOCK INVESTMENT STRATEGY This podcast/video/blog is for informational use only. We are not making investment recommendations. This is not an appropriate investment for everyone. As with any investment, please read...
Investing in Bitcoin
I recently saw the Netflix documentary Banking on Bitcoin. It is filled with interviews from experts and people involved in the Bitcoin beginnings and growth. It also discusses its future and technology. This blog/podcast is about Bitcoin – the video can be...
Best and Worst Country’s Stocks
Below is a list of how stocks in various countries are performing (total return) over the last 3 months, year to date (YTD), and annualized over 5 years. China has made all the headlines this last few weeks with their dramatic stock market drop, but you can see that...
Ten Mutual funds and ETFs with the Highest Expense Ratios
There is a cost for an investment company to operate a mutual funds and ETFs. It includes the manager’s fees, administrative costs, compliance, trading costs, 12b-1 fees (sales fee for the company who sold you the fund) and advertising. The expense ratio is a...