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Sam Swenson, CFA, CPA

Sam Swenson, CFA, CPA


Recent articles


4 Scary IRA Mistakes You Don't Want to Make

Make it a point to avoid these easily missed errors.


What's the Most Tax-Friendly Way to Hold Bitcoin?

Investing in Bitcoin is one thing. Facing the tax consequences is another.


4 Reasons Investors Still Need an Emergency Fund

Cash is in fact still king.

How Do Savings Bonds Work?

Learn more about one of the government's most fundamental debt investments.

How to Set Your Investment Goals

Setting investment goals is a critical step in building a focused financial plan.

Taxes on Investments: Understanding the Basics

A basic knowledge of how taxes work can make a world of difference when you're investing.

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Is the Backdoor Roth IRA Disappearing Before Our Eyes?

2021 may be your last chance to take advantage of this tax loophole.

What You Need to Know About Impact Investing

Beginners and seasoned investors alike can benefit from a solid understanding of impact investing.


4 Winning ETFs to Spritz Up Your Retirement Portfolio

Consider adding any one of these funds to an already diversified portfolio.

3 Reasons to Invest in Crypto, and 3 Reasons Not to

Resist the temptation to invest. Or should you?

Burned by the Market? Try These 3 Passive Investments Instead

Day trading certainly has its pitfalls, so it's worth looking at some of the longer-term alternatives.

3 Changes to Social Security You Probably Didn't Know About

The social safety net is changing before our eyes.


Wealth Management

Learn what wealth management is and how to evaluate a potential wealth manager.

What Is a Financial Consultant?

Learn what a financial consultant is and what they do.

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This Crypto ETF Could Help Grow Any Retirement Account

Dive into the cryptocurrency world without ever directly owning any.


How to Profit from Inflation Surges

Inflation is back. Learn how to profit during times of rising prices.

How to Handle Long-Term Stock Gains in a Hot Market

You have a number of good options.


Should You Hold Your Start-up Equity or Invest in the S&P 500?

Keep riding the wave or diversify? A common question with many answers.


U.S. Savings Bonds: Everything You Need to Know

Savings bonds remain a low-risk, low-return investment for long-term savers.


Should You Invest in Your 401(k) or Your IRA First?

No one size fits all, but there are some general guidelines to follow.