Preparing for your kids’ college bill
When is too late to start FAFSA planning for your kid? We had a friend with a sophomore in high school ask us this very…
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How Jesse is thinking about the markets today March 5
EDITED FROM A RECENT EMAIL TO CLIENTS: Many of you are probably seeing the sensational stock market headlines. Here’s some context for how I’m…
5 Signs You Chose the Wrong Financial Advisor
There are so many choices for working with financial/investment advisors. How do you know who to trust? How can you tell they’re working in your…
Take this quiz if you DIY your investments
Investing can be like car maintenance – you can do some things yourself but when it comes to fixing your engine, you might want a professional mechanic. Take our 8 question investing quiz to see how you fare.
What does a “trader” do?
Jesse is Geddi Capital’s portfolio manager and that means he is, by trade, a trader. He is the person making decisions to buy or sell…
4 Steps to Wealth Building
These 4 steps are how we approach financial planning with our clients. Start by building financial stability through paying down high-interest debt and starting an…
Video: Are annuities safe?
We ask the question: are TIAA annuities safe “investments”? If you have a TIAA annuity, you MUST watch this video. We caution our clients about…
What does an investment portfolio look like?
What does an investment portfolio look like at Geddi Capital? Here’s a snapshot of how our portfolio manager could structure a client portfolio depending on…
Video: 401K Rollovers
You’re just letting your old 401k sit there?? If you’ve ever changed jobs, you know it can feel impossible to move your old 401k out…