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  • Home
    • Walnut Hill Advisors ADV2 Brochure, Disclosures, MA Fee Table & Terms of Use
  • The Team
  • Education & Research
    • Retirement Investing
      • Normal Retirement Age
      • Annuity
        • Section 1035 Exchange
      • 401(k), 403(b), 457
        • Hardship Withdrawal
      • IRA
        • NUA – Net Unrealized Appreciation
        • Rollover
        • Transfer
        • 72T
      • Roth
      • Pension
    • Investing
      • Asset Allocation Theories
        • MPT Theory
        • Barbell Theory
        • Floor & Upside Theory
        • Concentrated Portfolio
        • Index Investing
        • Trend Following & Technical Charting
      • Commodities
      • Dividends
      • Collectibles
      • Foreign Investing
      • Real Estate
        • Downsizing
    • Healthcare/Insurance
      • WorkPlace Benefits
      • Medicare
      • Health Insurance Plans
    • Social Security
      • Survivor Benefit
      • Disability
  • Blog
    • Financial Planning
    • Retirement Income Planning
    • Observations & Analysis
    • Investing
    • Health Care & Insurance
    • Under Age 35
    • Asset Protection
    • Downsizing
    • IRA Planning
  • Contact
  • Start Planning
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using an HSA to invest
by Chris GrandeOctober 23, 2020 Health Care & Insurance, Retirement Income Planning

Is It Smart to Use an HSA Account to Invest in Stocks?

Does it make sense to use an HSA to invest in stocks and mutual funds? Yes it can depending on …
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taxes on a Roth conversion
by Chris GrandeOctober 20, 2020 IRA Planning

What Taxes Are Paid When You Convert to a Roth IRA?

Helping readers with the likely taxes on a Roth conversion was a fun answer to give on Quora. As more …
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Cancel my 401k?
by Chris GrandeOctober 12, 2020 Uncategorized

Should You Cancel Your 401k?

“Should I avoid/cancel/skip my 401k?” This is a common question that comes across Quora – a Q&A site and I’m …
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money market account better?
by Chris GrandeJanuary 7, 2020 Investing

Are Money Market Accounts Better than Savings Accounts?

The question of whether money market accounts are better than savings accounts (and I stretch it, to all kinds of …
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Risks in 1031 exchanges
by Chris GrandeDecember 18, 2019 Financial Planning

Risks in 1031 Exchanges

This economic trend of boomers selling may bring us back - at least in part - to some of the …
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high balance in a savings account
by Chris GrandeDecember 17, 2019 Financial Planning, Investing

Is Holding a High Balance in a Savings Account a Good Idea?

Of course with the stock market constantly marching higher, you may be feeling that “FOMO” - i.e. Fear of Missing …
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foreign held annuities Old Zurich
by Chris GrandeSeptember 4, 2019 Financial Planning, Retirement Income Planning

Foreign Held Annuities – Bringin’ Em Back

More Americans are bringing their foreign held annuities and other assets back to the USA. Here's why and how...
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can I contribute money to my 401(k)
by Chris GrandeMay 15, 2019 Uncategorized

Can I Contribute Money to my 401(k) That Wasn’t Made at My Job?

Quora Question on 401k Contributions Brings Up Great Points This (post title – Can I Contribute Money to my 401(k) …
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reallocate without a big tax bill
by Chris GrandeSeptember 26, 2018 Financial Planning

Reallocate Your Portfolio without a Big Tax Bill – Video

Reallocate Your Portfolio without a Big Tax Bill Are you worried about the stock market but don’t want to sell …
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Another enron in your portfolio ready to explode?
by Chris GrandeSeptember 5, 2017 Investing

Is There an Enron in Your Portfolio? Financial Shenanigans

Is There an Enron in Your Portfolio? Chris’ Talk on Financial Shenanigans Do you own stocks? Are you curious if …
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