Consider Tax Planning

Consider Tax Planning

Anyone who pays taxes should consider tax planning. Without it, you may pay more in taxes than you should. Alloy Wealth helps clients manage the impact of taxes on their financial efforts with tax strategies and tax bill management. When you meet with us,...
What Is Your Risk Number?

What Is Your Risk Number?

What is your risk number? Your risk number is the numerical value that represents how much risk you are willing to take when investing. Your risk number won’t be based solely on how much money you can afford to lose, or your age, or how much time you need to recoup...
Taking Stock

Taking Stock

Taking stock of the year’s successes and misses is something all business owners must do. It’s not fun and it is time consuming, yet without honest reflection and a willingness to make changes you won’t be able to improve and grow. Beyond taking a physical...
Timing Homebuying

Timing Homebuying

If you are timing homebuying based on interest rates dropping significantly, you could miss out on a good deal. It’s better to buy a home when you find one that’s suitable and in your price range, then to hinge your house hunting endeavors on interest rates dropping...
Perception is Everything

Perception is Everything

Perception is everything. Most Americans feel like they are struggling yet are spending money as if they are thriving. Should we assume that those who say they are living paycheck to paycheck are charging things they can’t afford? Not necessarily. According to U.S....
Memecoiners

Memecoiners

Have you heard of the term Memecoiners? Most people haven’t. Yet a group of Memecoiners, or cryptocurrency investors, are laughing all the way to the bank after getting rich trading useless crypto with silly, made-up names. Fartcoin is just one example but there...