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The Backdoor Roth: Key Benefits and Pitfalls to Avoid

So you make too much money to contribute directly to a Roth IRA. First off,…

Should I Convert My Traditional Savings to Roth?

You’re standing at a crossroads, holding your retirement savings, and Uncle Sam is offering you…

Why Stocks and Bonds Might Not Be Enough: The Case for Alternative Investments

Remember when retirement planning involved little more than clipping bond coupons and counting on a…

How Exactly Financial Advisors Add Value to Your Portfolio

Let me take you back in time for a moment. In 1720, Sir Isaac Newton…

The Five Retirement Risks That Catch Retirees Off Guard

Looking to retire? Wondering how to time your exit in today’s volatile market? Let’s start…

Market Volatility and Missing the Market’s Best Days

The markets have been putting even seasoned investors through their paces lately. Between the Federal…

Why Portfolio Diversification is So Important

Let’s go back to the spring of 2000. Everyone was chasing dot-com stocks, and the…

Tax-Smart Investing: Matching the Right Assets and Accounts

In 1999, tech investor Peter Thiel put less than $2,000 into a Roth IRA. Fast…

Building Your Financial Safety Net: Emergency Funds and Why They Matter

If there’s one thing I’ve learned as a financial advisor at Gasima Global, it’s this:…

The Power of Starting Early: How Compound Growth Can Transform Your Investments

Albert Einstein allegedly called compound interest the “eighth wonder of the world” – “He who…

The Gasima Global 2025 Outlook on the Markets: In It to Win It

After a nonstop bull market for the last two years, we’re now at valuation levels…

Bitcoin: A Volatile Yet Rewarding Investment

Bitcoin, the world’s first and most widely recognized cryptocurrency, has been a subject of intense…

Where to Start when Starting out Investing

The Lessons We Need to Learn Before Investing The investing life cycle, as I like…

Everyone Needs a Financial Plan

Having no plan is, well, just that, no plan. A simple but powerful play on…

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