White Christmas 2020
I’m dreaming of a white Christmas, just like the ones I used to know, where businesses are thriving, when customers start arriving, and the economy is back on track...
Using Health Savings Accounts to Plan for Retirement
As we are amid open enrollment season for 2021 workplace benefits, the Health Savings Account (HSA) is an often misunderstood and underutilized savings and investment vehicle that warrants exploration.
Bill Moller – 1927-2020 RIP
With a combination of sadness and gratitude, I’m writing this month with the news that my father Bill Moller passed away peacefully a few weeks ago after a short illness. He was not only my dad but also my partner and co-founder in starting this business as well as being my market mentor.
So Many Topics - What to Choose
There really is so much going on to write about during this unprecedented year of the pandemic. As I write this column, we have just (mostly) finished one of the most acrimonious elections in history...
(Relative) Bargains Everywhere!
Last month I wrote about the three previous, what I called, “panic markets” in order to give perspective and remind ourselves that these severe drops do end, and eventually lead higher to new all-time highs.
Roth Conversions in Bear Markets
Named after Senator William Roth, the Roth IRA is a unique type of individual retirement arrangement (IRA) that was introduced by the Taxpayer Relief Act of 1997.
