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ONE-UP FINANCIAL BLOG
Nov 15, 20235 min read
How Wealthy Investors Can Prepare For an IRS Audit
Back on September 8th, the IRS announced plans to hire an additional 3,700 tax agents in an attempt to, in their words, "restore fairness...
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Oct 24, 20235 min read
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...
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Sep 29, 20238 min read
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...
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Sep 7, 20236 min read
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...
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Aug 15, 20236 min read
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...
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Aug 8, 20231 min read
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...
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Jul 11, 20235 min read
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,...
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Jun 6, 20236 min read
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...
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May 11, 20231 min read
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.
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May 1, 20238 min read
How to Beat Inflation in Retirement
For the Federal Reserve, the weapon of choice in the fight against inflation has been an onslaught of rate hikes and a relentlessly...
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Apr 19, 20234 min read
Confessions of a Fiduciary: Case Studies of Real Investors
Transcript below: I've been an ongoing contributor to various news outlets for some time now and that's given me the opportunity to...
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