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Secure Your Future: In 2024 the Key Changes in the SECURE Act 2.0
Last year, the U.S. federal government gave us a wealth-building gift by enacting the SECURE Act 2.0. Â This landmark legislation, signed...
Bill Shelmon Jr
Feb 10, 20242 min read
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Income Needed to Live Comfortably and Grow Your Wealth
As you are well aware, the cost of living in the U.S. and around the world is on the rise. Let’s take a look at what is needed to live...

Bryan Shelmon
Jan 27, 20244 min read
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3 Things for a Fresh Start to a New Year
As the new year gets underway, now is the time to reflect on last year and make plans to do things even better this year. No need to...
Bill Shelmon Jr
Jan 13, 20243 min read
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Financial Markets Outlook for 2024
To no one’s surprise, 2023 has been a rollercoaster for financial markets, and 2024 promises to be just as exciting, though perhaps with...
Bill Shelmon Jr
Dec 29, 20233 min read
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Ho-Ho-Hold On! It's the Santa Claus Rally (So What is It)?
Is it the cheer in the air, the promise of presents, or just pure market magic? Whatever the reason, December often brings with it a...
Bill Shelmon Jr
Dec 10, 20232 min read
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The 4 Secrets to Wealth are in the C.A.S.E.!
If wealth-building seems complicated and difficult to achieve, Paycheck to Wealth has come up with a secret to make the process easy to...
Bill Shelmon Jr
Nov 25, 20232 min read
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U.S. Stock Market Strong Start to November and Outlook for the Rest of 2023
The U.S. stock market has experienced a remarkable rebound during the first two weeks of November 2023, with major indices posting some...
Bill Shelmon Jr
Nov 11, 20233 min read
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High Growth Investments vs Low Growth Dividend Paying Stocks: Which to Choose?
When choosing investments, there are many things to consider. It is important to consider your investment goals, time horizon, and risk...
Bill Shelmon Jr
Oct 28, 20233 min read
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Stay Focused Through Difficult Market Times
To say that the last few months of financial markets’ positive performance have been challenging would be an understatement. Going back...
Bill Shelmon Jr
Oct 14, 20233 min read
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Investing Hierarchy: A Step-by-Step Guide
Do you ever wonder how you should approach your investment allocation? Which investments should you have as part of your wealth-building...
Bill Shelmon Jr
Sep 10, 20233 min read
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Generational Wealth for Your Children / Grandchildren
We all think about generational wealth and having our families achieve long-term lasting wealth. What could be better than introducing...
Bill Shelmon Jr
Aug 26, 20233 min read
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Choosing the Right Investments for Your Financial Goals
When thinking about investing, sometimes it can seem overwhelming. Investing is a great way to grow your money over time and reach your...
Bill Shelmon Jr
Aug 12, 20233 min read
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Top Performing Stock Market Sectors in 2023 YTD
There are eleven economic sectors that make up the stock market. These eleven sections can also be divided into three investing...
Bill Shelmon Jr
Jul 24, 20232 min read
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Financial Markets Have Surprising First Half of 2023
If you are one who has recency bias, you may have expected financial markets to behave in 2023 like 2022. During the year 2022, it was a...
Bill Shelmon Jr
Jun 29, 20232 min read
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Don’t Go Chasing AI Growth Stocks; Just Stick to the Financial Plan that You’re Used To
These days there is a lot of excitement and reporting in the news about the emerging AI (Artificial Intelligence) technology and how it...
Bill Shelmon Jr
Jun 10, 20232 min read
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Why Market Timing is not a Good Investment Strategy
Market timing is the act of trying to buy and sell assets at the best possible time in order to maximize profits. However, market timing...
Bill Shelmon Jr
May 27, 20233 min read
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Wealth Comes from Knowledge
Wealth is often seen as something that is only attainable by those who are born into it or who have a natural talent for making money....
Bill Shelmon Jr
May 13, 20232 min read
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Comparing an Exchange Traded Fund (ETF) vs. A Stock
Exchange-traded funds (ETFs) and individual stocks are both popular investment options, but they have different advantages and...
Bill Shelmon Jr
Apr 24, 20233 min read
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How Real Estate Contributes to Accumulating Wealth
Want to know what Elon Musk, Will Smith, Oprah, and even the millionaire next door have in common? They all own real estate! In fact,...

Bryan Shelmon
Apr 10, 20234 min read
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Is a US Treasury Bond an Old School Investment?
The other day, I was talking to someone at an event, and I mentioned that for your protected investments, the U.S. Treasury Bonds are a...
Bill Shelmon Jr
Mar 11, 20233 min read
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