One Degree Advisors

Trend investing is buying and selling investments, based on their current trend. Here at One Degree Advisors, we call this Tactical. Today we’re talking with Ryan Kirlin of Alpha Architect on what trend investing is all about.

In this episode of Make-A-Wish San Diego's Impactful Giving Series, Anthony Saffer will be covering three key points from the recent COVID Legislation. 1. Standard Deduction and Charitable Deduction 2. Contemplating a large cash gift? You can deduct up to 100% of your AGI for 2021. 3. Gifting from your IRA can satisfy Required Minimum Distribution Requirements.... https://www.youtube.com/watch?v=SdITif2Wbqo

Momentum investing at its core is buying winners. Today we're talking with Dr. Jack Vogel, Ph.D. of Alpha Architect on why momentum investing can be an excellent component to long-term investment success.

Many investors want to "beat the market" but few are okay with trailing the market. The hard truth is that most investors cannot handle investing differently. That's not right or wrong but we want to explain what is called "Tracking Error" so you can become a better investor.

In this episode of Cut Through The Noise, Anthony Saffer, CFP,CKA and Alex Okugawa, CFP, CEPA, CKA tackle the hottest topics in financial markets, financial planning, and life, including: How Will The National Debt Affect me? Mega Savings Strategies If I’m doing the basics (cash reserve, 401k, etc.) where else should I be putting my money? ... Are we seeing actual inflation or just reflation from pent-up demand? What do you guys make of bitcoins and cryptocurrencies being accepted as payment through PayPal and Tesla?

Most people are throwing away tax breaks by not carefully planning their charitable giving. If you want to know how you can lower your taxes through charitable stacking stay tuned...

Value investing at its core is buying stocks on sale. Today we’re talking with Wes Gray, Ph.D. of Alpha Architect on why value investing can be an excellent component to long-term investment success.

In baseball, a five-tool player excels in 5 major areas of the game. They are highly sought after and show promising long-term success. Here we breakdown the 5 tools a successful retiree must exhibit.

Welcome to Episode Two of Cut Through the Noise, where Anthony Saffer CFP, CKA and Alex Okugawa CFP, CKA, CEPA tackle the hottest topics in financial markets, financial planning, and life, including: - What are the advantages of an index fund? - Should I diversify by having an IRA and a 401(k)? - Should I refinance my mortgage or wait for rates to drop lower?... - How do I generate retirement income during volatile markets? See more

Are You Prepared for an Uncertain Election? With the uncertainty of what will happen this November, it is important to remember sound principles and look to history for context. Here are some facts to consider:

Social Security is one of the biggest sources of retirement income for most people. This leaves many people to wonder if they should take benefits while they are still working. Here are some critical things to consider when trying to maximize those benefits.

Let’s face it budgets are boring! Inherent in this principle is sending our money to the right places. With a proven and sustainable budgeting framework, we can improve our financial future.

Welcome to our first episode of Cut Through the Noise, where Anthony Saffer and Alex Okugawa tackle the hottest topics in financial markets, financial planning, and life, including: - Should I buy TSLA and AAPL due to stock splits? - What should small business owners do to stay afloat? - Are we headed towards hyperinflation?... - Should I invest more defensively until after the election? See more

Low interest rates can be great when locking in historically low mortgage rates. However, they can be a potential threat for those nearing or currently in retirement. Here are some things to remember if you’re retired or approaching retirement when it comes to your portfolio: - Diversification is key... - Balance your risk exposure - Understand the purpose of bonds See more

Incredibly, the stock market recently hit an all-time high. This has come shortly after the market recorded one of the fastest bear markets in history back in March. With the market at an all-time high, knowing what this does NOT mean is vitally important. ... Here are 3 things to consider:

"Let's wait and see what happens" We hear this alot when investing around election season. So what should investors do?... Sitting in cash cash can backfire and it becomes addictive. It also requires you to answer a big question: When do I get back in? Here are two things to think about heading into this election cycle. Both halves participate in the economy the day after the election: https://onedegreeadvisors.com//the-election-and-the-stock/ Bonus: What the U.S. race means for investors https://www.capitalgroup.com//art/election-watch-2020.html

Tax returns. Investment statements. What do you need to keep and for how long? The first step to financial freedom is getting organized. But where to start? And can you get rid of certain documents?... We understand this can be a tedious task and is why our team keeps backups and records of important information. Here we discuss a brief list of popular documents, how long you need to keep them for, and a plan for tackling the project. For more detail: https://medium.com/@janice/conquer-the-clutter-ed143692496c

Who would you pick? Greg Oden or Kevin Durant? In 2007, projections showed Oden as the clear #1 Pick. Oden went on to play just 82 games for the Blazers after suffering knee injuries, while Kevin Durant went on to be one of the highest earning basketball players in the world, being selected to 10 NBA Allstar teams. Although projections are informative, they are often over-emphasized. https://principledprosperity.com/what-are-the-essential-com

Three Keys to Deflect Questionable Financial Advice: With unlimited information, it is easy to get lost in the noise. Anyone can give an opinion about:... Sports Politics Finances Here are three tips to cut through the noise and make confident financial decisions.

Diversification. One of the wisest investment principles to follow. In the past 10 years (2010-2020), US stocks (SPY) have dominated International (VGTSX). Before that (2001-2010) International stocks led while the US was relatively flat.... How should you approach the next 10 years? Prognostication Diversification