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Investing

Is it Time to Sell Your I-Bonds?

Probably, yes.

By John Posey, 2 years ago October 23, 2025

The Case Against Intuition

“Want to invest successfully? Quit trying to make sense of it.” – Jeffrey Ptak

By John Posey, 3 years ago October 23, 2025

TD to Schwab Merger – A Client’s Guide

If you have accounts at TD Ameritrade, here’s what to expect upon the transition to Charles Schwab.

By John Posey, 3 years ago October 23, 2025

Thoughts On Market Timing

Simply don’t do it.

By John Posey, 3 years ago October 23, 2025

Thoughts on Artificial Intelligence

Is AI poised to be the next hot tech trend to spark mass investor mania?

By John Posey, 3 years ago October 23, 2025

The Timing Conundrum

Worried about investing at a poor time? Compounding and time are saviors for long-term investors.

By John Posey, 3 years ago March 11, 2026

Are We in a Recession?

Depends on who you ask – Here’s some perspective from Brian Westbury.

By John Posey, 4 years ago October 24, 2025

Series I Savings Bonds

It’s a good time to consider this savings option.

By John Posey, 4 years ago October 24, 2025

It’s Roth IRA Conversion Season

Should you be thinking about a Roth conversion? Read more to find out.

By John Posey, 4 years ago October 24, 2025

Investing and Fighting Inflation

“We can always make a risk ever smaller. But the cost is that we will increase other risks. Please don’t avoid appropriate caution…” – Seth Godin

By John Posey, 4 years ago October 24, 2025

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