top of page

ONE-UP FINANCIAL BLOG


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...
Aug 25, 20206 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...
Aug 6, 20207 min read


Why “Stay the Course” Is Horrible Investment Advice
“There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.” - John F Kennedy During...
Jun 12, 20206 min read


A Retiree's Guide to the CARES Act: What You Need to Know
Have you been in line at a Target or Walmart and stopped midway through to look around in shock and awe at the reality we're currently...
Apr 1, 20205 min read


Where To Invest...The Stock Market or Your Business?
One of the most common questions I get from small business owners and entrepreneurs is what to do with excess cash from their business....
Dec 1, 20197 min read


What To Avoid When Investing in the Stock Market
There's a scene in Raiders of the Lost Ark where Indiana Jones is being chased through the streets of Cairo by a hoard of evil Arabian...
Nov 1, 20196 min read


What You Should Know About Opportunity Zone Investing
"Jerry, all these big companies, they write off everything," Kramer explains. Jerry responds: "You don't even know what a write off is."...
Oct 1, 20197 min read


You Sold Your Business...Now What?
Earlier this week I was reading a post from Ben Carlson, CFA and head of Institutional Investments at a large Registered Investment...
Sep 1, 20193 min read

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?
bottom of page