Do politics impact your portfolio?
Politicians love to talk about the economy—how they’ll improve it or how the other guy is ruining it. But at Revo Financial, we prefer data to drama. So we looked at historical market performance to get a sense of how much influence presidential elections really have on the stock market and economy. The runup: What […]
Taking stock of stocks
Most people know stocks are key to building a successful investing strategy, but few people understand the depth and variety of the stocks available to investors. With something like 10,000 publicly traded companies, a big part of investing involves sorting and filtering through those choices. Even broad index funds don’t cover all 10,000 available offerings. […]
Artificial intelligence and your portfolio
Financial markets have existed for centuries. But what gets traded, and how markets operate, has evolved over time. Look at the past 50 years: Those iconic images of stockbrokers yelling orders in a trading pit are (mostly) a thing of the past. Now, professional traders are more likely to use advanced algorithms to find trades […]
Annual financial checklist
At Revo Financial, we believe financial planning should be holistic. Review this checklist each year to help
evaluate if and how your situation has changed.
Do you qualify for a triple tax advantage?
Health savings accounts (HSAs) can help you cover medical expenses while taking advantage of a rare triple tax benefit. But they aren’t right for everyone. Beyond that, there’s a lot of misunderstanding around how HSAs work, since they’re relatively new (the legislation that paved the way for HSAs passed in 2003). Let’s look at what […]
The basics of risk and investing
One of the first things we do with Revo Financial clients, after we discuss your goals and values, is assess your risk tolerance. There’s a reason for that: All investing involves risk. (But so does not investing.) Since any financial plan involves risk, it’s important to understand the many complex factors that determine the riskiness […]
The Revo Financial guide to investing in real estate
Inflation isn’t always a bad thing. Some assets, like real estate, tend to gain value when inflation is high. In 2021, for example, inflation started to climb. Median home sales that year jumped 17%, meaning the average American home gained more than $50,000 in value according to the National Association of Realtors. Given these jumps […]
Beyond Stocks and Bonds: Investing in Commodities
While stocks and bonds are a fundamental part of how we build diverse portfolios, we might use other asset classes to help manage risk and boost potential returns. Specifically, commodities can help investors during periods of high inflation. That said, not all commodities are created equal, and there are multiple ways to incorporate commodities into […]
Biblical Financial Wisdom from the Letters of the Apostle Paul
Paul gives us great insight into biblical financial wisdom in his New Testament letters where topics such as stewardship, generosity, contentment, integrity, and sacrifice are discussed. We can use these principles to guide modern finance with biblical values.
The value of a dollar
You’ve heard it before: A grandparent complaining about how kids today don’t know the value of a dollar. These days, that grandparent might be right. The economy post-COVID has seen historically high inflation, rising interest rates, and big shifts in how we spend our money. Just consider what $100 can buy in 2019 compared to […]