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Tag: asset allocation

episode

12 Mistakes to Avoid Making With Your IRA

Individual Retirement Accounts (IRAs) are critical in securing financial independence in retirement. Because of this, Brian and Bo took the…

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5 Habits of 401(k) Millionaires

Think it's impossible to become a 401(k) millionaire? Wondering if you can commit to what's necessary to achieve this big…

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Recapping the 2015 Berkshire Hathaway Letter to Shareholders

It's our favorite time of year! Well, it's close for financial fans and money nerds. Here's what's going down: Brian…

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5 Investment Mistakes Couples Make

Have you talked with your spouse about your investment strategy, or what the purpose is for your investments? Investing can…

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Target Date Retirement Funds Pros and Cons

Target date funds have been around for two decades now and they continue to evolve and find their place in…

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Dollar Cost Averaging…The Discussion Continues

This week Brian and Bo dig into the dollar cost averaging discussion, and illustrate the pros and cons that DCA…

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Top Tips to Prepare for Retirement

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available…

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How Do You Hold Your Assets?

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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episode

Active vs. Passive Investing: Which Works?

In this episode Brian and Bo dig into the active vs passive argument. It seems like there is a constant…

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episode

Code Red

This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key…

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