Category Archive for: Investments

Investment & Risk Analysis – August 2020

Investment & Risk Analysis – August 2020 Hello OCWCer! This month’s theme of “Investment & Risk Analysis” is quite timely. It’s the biggest topic we talk about this year and with good reason. Are we encountering something “different” this time? Should we just wait it out until things aren’t “changing” so much? These are sentences…

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August 2017 – Investment & Risk Analysis

August’s theme of “Investment & Risk Analysis” is going to take a “swing” at how to “approach” making our own dynamic investment philosophy. I get to talk about two of my favorite topics by taking a “birdie’s eye view” of an area that is often “double bogeyed”. Enjoy this month’s OC Wealth Coach reading! Hello, Last month’s newsletter struck a chord…

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May 2017 – Investing in Yourself

Hello, Well, I don’t know how brushing “bad handed” went for you, but my meager attempts resulted in 2 things. At first, I spent nearly double the amount of time brushing as I felt like I needed to “redo” it with my good hand. But secondly, and more importantly, I kind of feel like I…

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Roth IRA vs Regular IRA

What’s with all these 3-4 letter financial terms?!  IRA, Simple IRA, Roth IRA, 403b, 401k, SEP, UTMA, UGMA, 529, and TOD? Well, let’s compare a Roth IRA to a Traditional IRA. Suppose I were to give you 2 seeds.  The first seed you have to pay tax on now.  However, when that tree grows and…

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How Much Was That?

How Much Was That? My Kid is Going to College! We’ve seen a lot of price tags in our life.  But one of the largest ones we might look at is the cost for sending a child to college.  Don’t let the sticker shock you too badly, there are options available to you. But, to…

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