The Astute Angle
A fresh and simplified perspective on personal finance topics
Investment Advisors Give Advice for Getting Started with Investing
You’re never too young to start thinking about your financial future. From the day your parents give you your first piggybank to the day you get your first paycheck to the day you begin drawing [...]
Why I Bonds May Be the Most Underappreciated Savings Vehicle
Related posts on Investing in an Inflationary Environment: Deeper Dive into the Mechanics of Series I Bonds What are TIPS and how do they work? Sell Bonds in Inflationary Environments? Your end of year to-do [...]
When Roth is Wrong
Related Posts: When ROTH is Wrong: Follow-Up Q & A Opportunity for High Income Earners – the Backdoor Roth Conversion More than 50,000 visitors in 2021… click here to sign up for our newsletter and [...]
When Roth is Wrong — Follow-Up Q&A
Following the When Roth is Wrong post, readers responded with various questions and, sometimes, with a different form of the same question. We address several of those questions below since they're good questions and may [...]
Recessions. Markets. Risk.
Investment offices teem with daily data releases and economic news bites. Afternoon market round-ups attribute the day’s movements to whatever data points best fit the narrative of the day or week. Investors crave the narrative, [...]
RPG Spotlight: RPG Principal and CFO, John Evans
Happy 2020! Alan Thomson here. I want to take a few moments to reflect on the past and cast an eye to the future. The last few weeks have been wonderful as they have presented [...]
Does Your Employer Penalize Aggressive Saving? Odds Are, Yes.
Hats off if you’re maximizing your 401k deferrals and reaching the federal employee contribution limit each calendar year: $19,000 in 2019 if you’re age 49 or younger or $25,000 in 2019 if you’re age 50 [...]
Impending Tax Law Changes That May Impact You
The House of Representatives passed a bill on May 23rd known as the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) which would initiate the biggest changes to retirement accounts in [...]