Investing

Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.

[Infographic] 10 Simple Money Management Tips for Financial Stability

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 11, 20241 min read

[Infographic] Investing Through the Ages

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 11, 20241 min read

Top 6 Must-Read Books to Get Into Investing

Investing can be a little dangerous if you don’t prepare yourself for the rocky road ahead. Protect yourself and your money by reading...

Donovan Carson

Mar 10, 20243 min read

Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?

Once you've decided it’s time to get some professional financial help, you may be asking yourself: “Which type of financial professional...

Donovan Carson

Mar 10, 20243 min read

Active vs. Passive Investing: It's Time to Understand the Difference Once and For All

Even with the onset of COVID-19, major online brokers saw new accounts grow as much as 170 percent in the first quarter of 2020.1 For...

Donovan Carson

Mar 10, 20243 min read

5 Tips to Organize Your Finances for the Tax Season

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 10, 20241 min read

Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversion Could Come in Handy

Reaching retirement is exciting, but having enough to maximize your quality of life during retirement is key. You’ve likely heard of a...

Donovan Carson

Mar 10, 20244 min read

Should You Be Utilizing Donor-Advised Funds? These 4 Tax Benefits May Help Make Up Your Mind

Donor-advised funds, or DAFs, allow families and individuals to make tax-advantaged donations to charitable organizations. Similar to...

Donovan Carson

Mar 10, 20243 min read

Bear Markets and the Threat of Recession: What You Need to Know

What Is a Bear Market? A bear market refers to a period of time in which stock prices decline and the overall market outlook is...

Donovan Carson

Mar 10, 20244 min read

5 of the Top TED Talks About Personal Finance

Since 1984, the TED non-profit organization has been providing powerful, 18-minutes or less talks in a way in which “technology,...

Donovan Carson

Mar 10, 20243 min read

[Infographic] Bull & Bear Markets: A Timeline

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 10, 20241 min read

[Infographic] Homeowner's Insurance: Do's and Don'ts

Invest In a Life You Love, When You're Ready, There Are Three Ways I Can Help You Become a Client—Apply to become a client of mine and...

Donovan Carson

Mar 10, 20241 min read

10 Hidden Costs of Buying a Home

Buying a house is exciting - and stressful. When it comes to purchasing your new home, it’s important to be realistic about what you can...

Donovan Carson

Mar 10, 20244 min read

Passive Income: What it is & How to Use it to Build Wealth

Passive income is generated with little effort to maintain it. Generally, this type of income is tied to some form of investing. It...

Donovan Carson

Mar 10, 20243 min read

5 Signs it Might be Time to Move Your Investments

Making sure your investments are doing well can be a challenge, especially if you don’t like how they have been performing, or other...

Donovan Carson

Mar 10, 20243 min read

7 Reasons to Stop DIY Investing and Hire a Financial Advisor

Are you frustrated with the level of growth you experience when you attempt to invest on your own? Do you feel left out when your friends...

Donovan Carson

Mar 10, 20243 min read

What are REITs and how do they work?

Want to invest in commercial real estate without being an absentee landlord? Consider REITs, or real estate investment trusts. A REIT is...

Donovan Carson

Mar 10, 20243 min read

What is the 4 Percent Rule in Investing? 3 Important Things to Know

The thought of outliving your retirement savings is enough to keep anyone up at night. That's why it is crucial to stick to a proven...

Donovan Carson

Mar 10, 20243 min read

Evidence-Based Investing: What Is It?

Some avid investors will say that there’s an art and a science to investing. But when it comes to choosing an investment style that works...

Donovan Carson

Mar 10, 20243 min read

Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First

If you want to avoid outliving your money, investing can be a great way to continue to grow your nest egg as you approach — and enter —...

Donovan Carson

Mar 10, 20244 min read