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Would you outsource your finances to AI?
May 12, 2023

Would you outsource your finances to AI?

Weekly Newsletter 05/12/23

Are bank failures business as usual?
May 05, 2023

Are bank failures business as usual?

Weekly Newsletter 05/05/23

Breaking the economy, causality, and 40-yr mortgages
Apr 28, 2023

Breaking the economy, causality, and 40-yr mortgages

Weekly Newsletter 04/28/23

Is your virtual assistant giving stock tips?
Apr 15, 2023

Is your virtual assistant giving stock tips?

Weekly Newsletter 04/14/23 (sent Saturday 4/15)

Recession: if or when?
Apr 10, 2023

Recession: if or when?

Weekly Newsletter 04/10/23 (Sent on Monday instead of Friday 4/7)

Can Gen Z count on Social Security?
Mar 24, 2023

Can Gen Z count on Social Security?

Weekly Newsletter 3/24/23

SVB, bank failures, contagion
Mar 18, 2023

SVB, bank failures, contagion

Weekly Newsletter 3/19/23

Weekly Newsletter 3/12/23
Mar 12, 2023

Weekly Newsletter 3/12/23

Would you hire an AI advisor?

Weekly Newsletter 3/3/23
Mar 03, 2023

Weekly Newsletter 3/3/23

When your only tool is a hammer...

Fighting inflation or finding it?
Feb 18, 2023

Fighting inflation or finding it?

Weekly Newsletter 2/17/2023

$10,000 entry fee (and what we learned), the IRS has an app now
Feb 04, 2023

$10,000 entry fee (and what we learned), the IRS has an app now

Weekly Newsletter 2/2/2023

Financial literacy is the missing link
Jan 21, 2023

Financial literacy is the missing link

Weekly Newsletter 1/20/23

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Zenith Newsletter

Make financial freedom inevitable

Home

Posts

Authors

Retirement

IRA Withdrawal Exceptions 

How Much You Should Have Saved for Retirement

Backdoor Roth IRA

SEP IRA

403(b) Plans

401k Plans

FIRE and other early retirement strategies

Understanding different investment accounts

Saving For Retirement: Savings Waterfall 

When to contribute to a Roth IRA vs. a Traditional IRA

Investing

Introduction to Impact Investing

ETF Basics

Active vs Passive Investing

Asset Classes

Dollar Cost Averaging

Restricted Stock Units

What is Environmental, Social, and Governance (ESG)

Passive Investing

Crypto Overview

The best brokerage account for me

Guide to Market Indexes

Understanding equity style boxes

Most common mistakes new investors make

Portfolio Rebalancing

Understanding the three financial statements

How to build a diversified investment portfolio

Monetary Policy, Interest Rates, and how they affect you

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