Wall Street Steward Blog


Drop It While It's Hot

A friend of mine recently asked me to write a piece about Roth IRAs.  This is no ordinary friend, so I decided to partake in the endeavor.  But, in my typical rebel fashion, I promised myself that my contribution to the Roth IRA network of articles would be neither status quo, nor boring.  Search #RothIRAMovement on Twitter if you want the play by play…that’s what all the cool kids are doing.


Scrooge's Financial To-Do List

As we enter the holiday season, many investors tend to neglect their investment portfolios.  There are so many things to worry about already.  If your holiday season looks like ours, it can be summarized by this run-on sentence:  Thanksgiving Dinner, family in town, the annoying in-laws, Christmas shopping, decorating the house, reading “Twas the Night Before Christmas” to our little ones….Christmas is gone.  Time to break out the bubbly and kiss the one you love as they scream “HAPPY NEW YEAR” while you ponder how long that resolution will hold. 


The Sophisticated Tither

For all of the outsiders that might be reading this, the southeast region was dubbed the “Bible Belt” due to its socially conservative political leanings and an extremely high Christian Church concentration.  This area is home to me, and it has had quite an impact when it comes to how I view finance and how I disperse advice.