Should You Be Worried About Inflation?
Transcript summarized below: According to an article from Business Insider, the price of lumber has risen 250% in the past year....
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ONE-UP FINANCIAL BLOG
May 4, 20213 min read
The 3 Things You Should Know About Cryptocurrency
Video transcript summarized below: Cryptocurrency or "crypto" as some refer to it as, is hot right now. Investors of all shapes and sizes...
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Apr 8, 20215 min read
Why Dividend Income in Retirement Doesn't Matter as Much as You'd Think
I recently met with a couple in their 60s looking to retire in 7 years and in need of investment advice. They accumulated a large sum of...
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Mar 25, 20217 min read
How Focusing on What's Within Your Control Can Lead to a Successful Retirement
Transcript summarized below. “You can influence, direct and control your own environment. You can make your life what you want it to be.”...
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Mar 12, 20214 min read
4 Big Questions From Schwab's 2021 Economic Outlook
SUMMARY OF TRANSCRIPT BELOW Well, it's that time of year when all the big banks and financial institutions issue their outlook for the...
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Feb 4, 20216 min read
Welcome to the Stock Picking Game! Show Kids that Investing isn't Lame
TRANSCRIPT OF VIDEO SUMMARIZED BELOW Intro: What's going on everybody and welcome to the "stock picking game," or at least that's what...
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Jan 21, 20215 min read
Top Five Investment Lessons Learned in 2020
Summarized transcript of video below: Hey what's going on everyone. First and foremost I want to wish you all a happy and healthy new...
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Nov 28, 202010 min read
Tax Alert: End-of-Year Planning Strategies You Don't Want to Miss
One of Jerry Seinfeld's funniest stand-up moments was his "Night Guy" bit. In the bit, he introduces the audience to the inner voice...
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Oct 29, 20206 min read
How the Coming Social Security Changes May Impact Your Income and Retirement
A breakdown of the changes coming to social security in 2021 and how your income and retirement may be affected.
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Oct 17, 20206 min read
The Tale of Two Scenarios: What Looms for Your Taxes and Investments After Election Day
If you were like most Americans, you probably sat in awe and disbelief on Sept. 29 as you watched the presidential candidates exchange...
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Aug 25, 20206 min read
Why is the Stock Market Going Up?
Did you know that from 2000 to 2009, cheese consumption per person increased at the same rate as the number of deaths caused by becoming...
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Aug 6, 20207 min read
3 Retirement Myths Every Investor Should Know
I remember it like it was yesterday. It was a rainy, Saturday evening as I sat patiently in the back seat of my Mom's car eagerly...
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