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ONE-UP FINANCIAL BLOG


Is Your Portfolio Ready for 2024? 6 Key Factors to Watch Out For
Transcript summarized below: 2023 was a banger year for the stock market, though many are concerned a recession is on the horizon. What...
Jan 22, 20245 min read
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4 Tax Tips to Save Big Money in 2023
Not all "tax tips" are created equal. In fact, some are worth considerably more than others. 🤑 What you've likely heard about are what I...
Dec 11, 20236 min read
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How Wealthy Investors Can Prepare For an IRS Audit
Back on September 8th, the IRSÂ announced plans to hire an additional 3,700 tax agents in an attempt to, in their words, "restore fairness...
Nov 15, 20235 min read
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Should You Lock in a 5% Return For 20 Years?
Summary of transcript below: The 20-year treasury yield eclipsed 5% in October and the 10-year isn't far behind. This jump in yield on...
Oct 24, 20235 min read
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What No One is Telling You About the Employee Retention Tax Credit
The Employee Retention Tax Credit, or "ERTC," is being marketed as the greatest thing since sliced bread. I know this because I still...
Sep 29, 20238 min read
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A Guide to Financial Planning for Small Business Owners
Managing a small business involves wearing many hats. In his book The E-Myth, Michael Gerber labels these hats: "technician, manager and...
Sep 7, 20236 min read
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Divorce Financial Planning: Tips for a Smooth Process
Divorce is undoubtedly one of the most emotionally challenging life events anyone can experience. Beyond the emotional toll, it also...
Aug 15, 20236 min read
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T-Bills or the Stock Market?
An in-depth discussion on T-Bills and whether or not investors should consider allocating money to short-term treasuries instead of the...
Aug 8, 20231 min read
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Should You Invest in Cash or the Stock Market?
The debate over whether to invest in cash or the stock market didn't really exist a few years ago. Interest rates on investment grade,...
Jul 11, 20235 min read
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Jun 23, 20230 min read
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What Is ESG and Is It Worth Investing In?
You've likely come across the term "ESG investing" before but may be uncertain of exactly what it means. If you're in that camp, don't...
Jun 6, 20236 min read
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How to Beat Inflation in Retirement: Part 1
For those of you who missed my last post or prefer video, I discuss three offensive strategies to use in retirement to fight inflation.
May 11, 20231 min read
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