Zajac Group

FEBRUARY 10, 2025

Behavior Finance and Your Portfolio So much of the concept of investing is about logic, math, and numbers. Lets talk a bit about behavior finance as a whole, how it tends to impact those with equity compensation, and a few behavioral biases you may want to address.

Taxes 52

Taxes Risk Tolerance Portfolio Investing 52

Clever Girl Finance

DECEMBER 16, 2023

Once you know your weekly or monthly income, you can do the simple math of calculating how much 70% would be. Real estate appeals to some investors because, unlike the stock market, real estate is a tangible asset. However, owning property can be a lucrative way to start wealth accumulation over time.

Budgeting 98

Budgeting Retirement Accounting Taxes 98

Brown Advisory

AUGUST 1, 2019

Roth and traditional IRAs both provide tax-free growth on invested assets to account owners, but the two options also differ in a variety of ways. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Roth and traditional IRAs both provide tax-free growth on invested assets to account owners, but the two options also differ in a variety of ways. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

Planning 52

Planning Distribution Taxes Accounting 52