ONE-UP FINANCIAL BLOG

Jul 19, 20224 min read

What Does a Recession in 2022 Mean For You?

We've officially hit bear market territory and the risk of a recession is increasing by the day. What does this mean for you and your...

May 2, 20225 min read

Don't Make These Costly Tax Mistakes With Your Investments: Confessions of CPA

It's often difficult to spot a mistake until after it happens. And when it comes to your taxes, sometimes even the slightest oversight...

Mar 15, 20225 min read

Where Should I Invest My Savings?

Transcript summarized below: With geopolitical conflicts on the rise, the Fed may reconsider its stance on raising interest rates this...

Feb 15, 20225 min read

5 Highlights From Schwab's 2022 Stock Market Outlook

Video transcript summarized below: I recently attended Schwab's 2022 Stock Market Outlook and wanted to share 5 key takeaways that...

Jan 18, 20224 min read

Stock Picking Game Update

Video transcript summarized below: Hello everyone and Happy New Year! I had planned to do an update to the stock picking game but...

Nov 5, 20215 min read

Why You Should Pay Attention to Capital Gain Distributions

What do you think of when you hear the word "gain?" For the most part, a gain denotes something positive and is generally defined as...

Oct 1, 20214 min read

12 Potential Tax Changes Investors Should Know in 2021

SUMMARY OF TRANSCRIPT BELOW: House Democrats recently released their American Families Plan which includes major proposed changes to the...

Sep 10, 20216 min read

Is it Better to Buy or Lease a Car in Retirement?

SUMMARY OF TRANSCRIPT BELOW: With a chip shortage running rampant across the country, new and used cars are seeing an unwelcome surge in...

Aug 20, 20215 min read

Are We Due For a Stock Market Correction?

Growth stocks are up double digits this year (through Aug. 9th). So are value, mid-caps, small caps and international. Second quarter...

Aug 5, 20214 min read

3 Strategies to Help You Achieve Your Long-Term Financial Goals

Transcript summarized below: INTRO Want to learn the 3 simple strategies to help you achieve your long-term financial goals? Stick around...

Jul 8, 20215 min read

5 Signs You May Be With the WRONG Financial Advisor

Transcript summarized below: How do you know when it may be time to change financial advisors? Stick around and let's find out. Hello and...

Jun 10, 20216 min read

Are You Selling Stocks at the Wrong Time?

I often peruse Google Trends just to see what’s on people’s minds. I believe it’s important to remain current, but it also helps our...

GET YOUR RETIREMENT ASSESSMENT

Want to know if you're on track for retirement? Interested in saving money on taxes and enhancing your investment strategy?