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Investing

Guiding Principles to Sustainable Investing

3 core principles for sustainable investing success.

By John Posey, 4 years ago October 24, 2025

Four Benefits of Roth Conversions In or Near Retirement

Here are 4 noteworthy benefits of Roth conversions for retirees.

By John Posey, 4 years ago October 24, 2025

Is the Market in Bubble Territory?

Get a fresh perspective compliments of Ben Carlson.

By John Posey, 4 years ago October 24, 2025

Investment Advisor vs. Broker

Do you know if the title “financial advisor” requires a certain license or level of education?

By John Posey, 4 years ago October 24, 2025

Market Forecasting

50% of the time, I’m right every time. 🙂

By John Posey, 4 years ago October 24, 2025

Investment Strategy – Passive vs Active

What’s the best investment strategy: passive, active or a combination?

By John Posey, 5 years ago October 24, 2025

Investment Biases? – There’s a Flowchart for That

Check out these flowcharts to see how much your biases may be driving your investment decisions.

By John Posey, 5 years ago October 24, 2025

Equities – The Inflation Hedge

Inflation is not a sign to exit equities but the very reason to own them.

By John Posey, 5 years ago October 24, 2025

Investing Pitfalls – The Pursuit of Perfection

Try to be a little less wrong tomorrow over perfect today.

By John Posey, 5 years ago October 24, 2025

Powerful Principles

Ray Dalio’s success and economic principles are compelling.

By John Posey, 5 years ago October 24, 2025

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