Your 401(k) Isn't Locked Until 59½
Five ways to get at the money early without the 10% penalty, and an honest verdict on each.
Getting Money Out of TIAA Traditional: The Nine-Year Clock, Explained
Ten annual installments, nine years and a day. How getting out of TIAA Traditional actually works.
It Costs $188.29 a Month to Become a Millionaire
Start at 25 with nothing and let compounding supply nine-tenths of the money.
The Mega Backdoor Roth in Corning's 401(k), Step by Step
After-tax contributions, converted on autopilot, into money the IRS never touches again.
TIAA or Fidelity? My Answer Is Fidelity
I'm not neutral on this one. The reasoning, the honest exceptions, and the contract rule to check first.
Inheriting Money: The First 90 Days
Almost every deadline is fake. What actually needs doing, and what doesn't.
What a 0.75% Fee Buys You
The cost in actual dollars, what it covers, and what it will never buy you.
12,000 Americans Turn 35 Every Day
So don't even think about betting against the US consumer!
The Bull Market in Stocks Turns 2 Years Old
Is it time to temper expectations after such a big rally?
Staying Resilient During Market Turmoil
The most important thing you can do during a stock market decline.
This Is What A Bull Market Looks Like
Record employment. Record corporate profits. Record stock prices.
Buying Stocks At All Time Highs
There are two structural forces that are driving this strong economy: Demographics and Innovation
Don't Be Afraid Of Record Highs
We usually ask the question "What could go wrong?" a lot more than we ask "What could go right?"
Q3 Market Review: Like Clockwork
The US economy has been held up by a resilient consumer that is fully employed.
Par For The Course!
Don't be surprised by the recent stock market decline.
A New Bull Market Has Begun
The longest bear market since 1948 has officially ended.
The Bear Market In Stocks Is Probably Over
These five stock market charts show why the 2022 decline has ended.
2 Rules In Confronting The 2022 Stock Market Bear
Confronting the bear head on has always been the best move.
Why Timing The Stock Market Is So Difficult
Think stocks go down on bad news? Think again!
5 Steps To Weather Stock Market Volatility
When it’s the right time to buy stocks, you probably won’t want to.
How To View Stock Market Volatility As An Opportunity
Knowing the "why" behind your investments can go a long way in keeping you invested.
The Stock Market Has A Selective Memory
While the stock market tends to remember the positives, investors seem to only remember the negatives.
How Much Higher Can The Stock Market Go From Here?
The bigger risk is not owning stocks in the short-term, but rather not owning enough stocks for the long-term.
Getting Rich Slowly
The easiest way to lose money is by trying to get rich quick.
What You Can Learn From The Oldest Living Person
Selected commentary from Ithaca Wealth's Q1 of 2021 letter.
Rising Interest Rates And The Stock Market
Rising interest rates don't always mean a falling stock market, but they usually do mean a strengthening economy.
The Biggest Risk A New Investor Can Make
The YOLO trade mentality of rookie investors can be damaging in the long run.
Don't Gamble, Invest: Historical Stock Market Odds Favor You
Investing in the stock market and gambling at the casino are two different things.
Is The Stock Market In A Bubble?
There are signs of froth with the SPAC IPO boom.
Searching For Compounders In The Stock Market
Selected commentary from Ithaca Wealth's Q4 2020 Review and 2021 Outlook letter.
The Anatomy of a Short Squeeze: GameStop
Herd mentality has taken over Wall Street, driven by a group of retail traders congregating on Reddit.
A Drive Across America
A front row seat to the US economy during the pandemic.
The Return of the Roaring Twenties
There are a lot of similarities between the 1920s and 2020s.
The Most Bullish Chart in America
The American people have a special kind of resilience ingrained in their DNA.
The President's Health And The Stock Market
The President's health has historically had little impact on the stock market.
Should I Sell My Stocks Right Now?
When is the best time to sell stocks?
Becoming Warren Buffett
Warren Buffett's biggest investing super power? Time.
Stop Looking At Your Investments
The psychological super power of not looking at your investments.
The Future Was Thrown At Us
The COVID-19 pandemic accelerated technological trends in a big way.
History Doesn't Repeat, But It Often Rhymes
From a pandemic to mass protests, 2020 sounded a lot like 1968.
The Great Disconnect?
Stocks are moving higher in the face of a global pandemic and a practically shut down economy. What gives?