Bear vs Bull Markets
There’s an old investing saying: “Fortunes are made in bear markets and collected in a bull market”. In this episode, Josh and Jay discuss the difference between bear markets and bull markets, and why that matters to investors.
Fear of Missing Out (FOMO)
From “the next google” stocks, to penny stocks, dot.com stocks, meme stocks, or even crypto, there’s typically both social pressure applied to investors to not miss out on the next big thing, but also their own internal feelings of not wanting to “miss” out.
What is Risk Tolerance?
What is risk tolerance? Why does it matter when you’re setting up your investment accounts? How do you determine your risk tolerance? Josh and Jay discuss a phrase many investors have heard but may not fully understand.
Pooled Employer Plans (PEP)
A PEP is a way for a smaller 401k plan to “pool” their investments with other businesses in an effort to improve the buying power of the plan as well as spread administrative costs over a wider base.
Legal Ways to Defer Income Taxes
Which Type Of IRA Is Best For Me?
Josh and Jay discuss the different types of Individual Retirement Accounts (IRAs) and how they fit into different situations.