Larry Sidney Holistic Wealth Advisor

12/14/2024

https://www.tahoedailytribune.com/news/investment-corner-monopoly-money/

I am way overdue for an article post! Here's an article on what investors can learn from a good game of Monopoly. It's one of the more fun reads, and might take you down memory road a bit...

A funny thing happened this summer. My boys fell in love with Monopoly, and now they play it just about nonstop. They’ll start to play the moment they wake up, until we make them eat...

06/10/2024

Here is a column I recently wrote about international investing and why you should use it to diversify your portfolio.

Take one guess at which country had the best performing stock market in 2023. The U.S.? China? Italy? Wrong, wrong, wrong. The U.S. wasn’t in the top 5, in spite of a strong year. Italy...

01/29/2024

Here is another article I wrote for the Tahoe Tribune. This one focuses on diversification in your portfolio.

https://www.tahoedailytribune.com/news/investment-corner-diversifying-your-investment-portfolio/

01/17/2024

Sharing my newest column on making financial New Years resolutions. Enjoy!

With the turning of the calendar comes that age-old activity, creating your New Years Resolutions. If you feel like you underperformed financially in 2023, a year when the financial markets rocketed skyward, what better way...

12/01/2023

Part 2 of my 2-part series on Social Security. As seen in the Tahoe Tribune newspaper.
https://www.tahoedailytribune.com/news/investment-corner-social-security-and-your-retirement-maximizing-your-benefit/

10/19/2023

Here is my recent article from the Tahoe Tribune on Social Security. It is part 1 of a 2-part series.

This is the first in a 2-part series on Social Security and retirement income.  Social Security is an important piece of most people’s retirement plan. However, it is a common misconception that Social Security alone...

08/08/2023

I am incredibly honored to have been selected as a presenter at the upcoming TEDx South Lake Tahoe event on October 14th. The theme is "Think Again-Talks That Inspire a New Perspective", and my presentation will focus on thinking big and chasing our dreams. This is truly a special moment for me, and I can't wait for the big day to arrive!

TEDxSouthLakeTahoe will be held at the The Loft in South Lake Tahoe, California. Speakers will come from a range of disciplines to share ideas worth spreading.

07/27/2023

Our local newspaper, the Tahoe Tribune, is running a series of articles that I've written to help out with financial and investment education. I will post those articles here to my FB page, starting with this one on investing in volatile markets.

Feel free to comment or DM me with questions, I love the interaction!

With worries of the U.S. debt ceiling, inflation, banks and the Ukraine War, to name just a few, people are rightfully concerned about the direction of stock and bond markets. What should investors expect over...

06/19/2023

https://www.tahoedailytribune.com/news/investment-corner-beating-inflation-with-your-money/

This week's column is on beating inflation with your money. Enjoy, and feel free to reach out with questions.

For two years now, we’ve all seen high inflation erode the purchasing power of our money. Since May of 2021, the most recent 12-month inflation has been anywhere from 4% to a high of 9.1%....

06/12/2023

Here is a link to my recent article in the Tahoe Tribune on planning for retirement. Feel free to PM me with any questions you may have about the article or your particular situation.

When I talk with different people about retirement, there’s only one thing they all have in common: they want to retire someday. From “yesterday, if I could” to “when I no longer enjoy what I’m...