Tag: fee-only


  • Iron Capital Perspectives
  • October 2, 2024
  • AssuredPartners Investment Advisors, LLC

Episode 15: DIY Investing – The #1 Lesson

Spoiler alert: The number-one lesson in investing is that there are only two ways to invest. Let’s explore. This episode is Part 5 in our DIY Investing series, breaking down the steps one must take to get started with investing.


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  • Iron Capital Perspectives
  • September 19, 2024
  • Chuck Osborne

This is Taxing

I might be in the minority here, but this presidential election season seems more taxing than most. I really wish there was an interesting, or even realistic, tax proposal I could dissect for you all, but nope. All we are getting is “red meat” for the bases.  The Harris proposal includes raising corporate taxes. This…


  • Iron Capital Perspectives
  • August 30, 2024
  • Iron Capital Advisors

Episode 14: DIY Investing – Next Step: 401(k)

So you’re ready to begin investing. Where to start? Chuck and Michael discuss the importance of prioritizing your retirement plan at work, and beyond that, why flexibility is key. This Part 4 in our DIY Investing series, breaking down the steps one must take to get started with investing.


  • Iron Capital Perspectives
  • October 31, 2023
  • Iron Capital Advisors

Episode 6: Can We Explain It Simply?

Einstein is credited with saying that if you truly understand something, you can explain it simply. So we’re taking on a challenge: Can Chuck explain investing to two seventh-graders? Let’s find out.


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  • Iron Capital Perspectives
  • June 27, 2023
  • Iron Capital Advisors

Episode 2: How’s Business?

“Are we heading into a recession?” This is the #1 question we get from clients lately. We answer with a question: How is your business? What impact do rising interest rates actually have on the economy? Let’s explore.