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…
Entrepreneurs, Freelancers and Small Business Owners Can Save Too!
The great part of starting your own business is you are your own boss. And…
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…