Today, Amy and Jag delve into the contrasting strategies of lump-sum investing and dollar-cost averaging (DCA). Amy starts by defining lump-sum...
In this episode of ThimbleberryU, Jon Gay and Amy Walls discuss the risks of having a highly concentrated portfolio. Amy defines a highly...
In this episode of Thimbleberry U, Jag and Amy Walls from Thimbleberry Financial delve into the intricacies of Roth accounts for high-income...
For many of Thimbleberry Financial's clients in the startup and tech communities, Incentive Stock Options (ISO's) are a hot topic. Today, Amy Walls...
In part 3 of our 6-part series for Healthcare workers, Amy Walls emphasizes the importance of diversification and asset allocation in building a...
Thinking of buying a house? Soon? Now is the best time to have an expert on your side when making such a life-changing investment. Amy Walls has...
As 2022 draws to a close, we all know what an unusual market it was. There was a lot that was different, and the Pandemic, Politics, Conflict with...
Every December, Capital Gains Distributions are announced for mutual funds and index funds. This happens whether the market is up or down. In a...
Roth accounts are an excellent vehicle for tax diversification and planning your financial future. However, there are some changes to these laws...
When investing in a brokerage account, as with any investment, it's important to be tax efficient. Why pay more taxes than you have to? Today, Amy...
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