How can I save up to travel with my entry level job?
-- Alicia
Tag
Invest
Should I hire someone to manage my money for me and why?
-- Charlie
I think the main hurdle to get over is proving the worth of a broker. The Internet is an amazing resource that I think a lot of people our age are happy to use to find information that would have previously been supplied by advisors
-- Kyle
John Oliver: Financial Planners
John Oliver is by far one of my favorite comedy news reporters and I absolutely love how he exposed the financial industry for what it is. Not only is the above clip informative it is what we at Orca stand for. Now there are three main points that John Oliver went over, Fiduciary, Commission, and Fee’s. *Note the investment John Oliver focuses on is 401K, which acts differently from personal investments...
What are some low expense/cost investment vehicles that twenty something may not have heard of?
-- Jake
Shaq FICA
Shaq is by far one of the greatest basketball players of all time and a Laker legend who has made millions of dollars throughout his career. Above is a hilarious clip about a story on how Shaq spent his first million dollars in 45 minutes and how he got a quick lesson in finance 101. *Skip to 1:58 Lets start off by discussing FICA, I think all of us can agree with Shaq that FICA sucks, especially when...
Why is starting to save early important?
-- Rachel
Charitable Trust: Oldest Strategy In The Game
Venture Capitlist: You are always on the go, and looking for the next big thing, you constantly have FOMO, and have had or will have investments that will cash out. The ORCA model is meant to help you with this, we understand you need money to invest in your companies and we also understand how confusing your taxes are, we want to help plan and use startegies like mentioned below for you to make the...
What are the mutual funds and ETFs and what are their pros and cons as low cost investment options?
-- Rachel
Aside from mortgage interest deduction, traditional IRA's, and 401k's what are the ways for a W-2'd twenty something to reduce their tax burden?
-- Jake
My understanding is that choosing a term life insurance policy and investing the difference between the whole and term would give me a higher rate of return. Given this, why would someone decide to invest in a whole life insurance policy?
-- Jake
What is asset allocation, and why do people recommend starting it and re-balancing to maintain it?
-- Rachel