top of page


A Tax Strategy for High-Net-Worth, High-Income Investors: Securities-Based Lines of Credit (SBLOCs)
In today’s financial world, it’s important for high-net-worth, high-income investors to stay informed about the different ways to protect...
3 min read


The Mega Backdoor Roth 401k: A Tax-Free Strategy for High-Income Earners
If your household income is at least $250,000 and you are looking for ways to minimize your tax burden, the Mega Backdoor Roth strategy...
2 min read


Explore High-yield Savings Accounts
Given the rising inflation rates and the shift in the banking environment, understanding high-yield savings accounts can be pivotal in achie
1 min read


Looking for the Next Nvidia
Spring is here with the usual trappings of tax filing deadlines, allergies, and Spring Break plans. This spring, we also benefit from a...
2 min read


Nvidia Bull Trend or Bubble?
https://www.podbean.com/pu/pbblog-df65b-a19e3b Welcome to the latest episode of the Wilson Wells show. This episode poses an essential...
1 min read


Is it too late to buy Nvidia?
With the recent and growing hype around Nvidia it's OK to acknowledge that you may have missed an opportunity to buy it earlier. The...
2 min read


What's Next for the Stock Market?
Now that the Fed has paused rates, what's next for the stock market? 📈📉 In my latest analysis, I dive into last year's market activity,...
1 min read


Roth vs Pre-Tax 401k
Roth 401k or Pre-Tax 401k? 🤔 As more and more employers begin offering both plans, the question remains - which one is right for you?...
1 min read


Fear, Greed, and the Stock Market
(Letter to Clients - Released to the public) Hello, I hope this message finds you well. I wanted to provide you with an update on the...
2 min read


Millennial Money
https://www.podbean.com/pu/pbblog-df65b-a19e3b Episode 34 – The Wilson Wealth Show All About Millennials & Money Host: Maurice Wilson,...
7 min read


Exploring Charlotte Real Estate
Are you keeping an eye on the Charlotte real estate market? 🏡 Episode 33 of "The Wilson Wealth Show" brings some intriguing perspectives...
1 min read


Navigating the Airbnb Market
🏡🛌 Navigating the Airbnb Market: Insights from Derrick Salter 🚀 In a dynamic episode of The Wilson Wealth Show, real estate developer...
1 min read


New South Real Estate - Nashville
We're covering "New South" Real Estate this month and are proud to have Nashville's own Herman Hicks join our distinguished panel of...
1 min read


Impact of AI on the Stock Market and Jobs
We continue to explore the impact of AI on jobs and the stock market in Episode 32 of our podcast. While AI carries the usual hype...
1 min read


Impact of AI on Jobs and your Kids' Education
From Episode 32 of our podcast, The Wilson Wealth Show Full episode is found here on Apple Podcast.
1 min read


Mid Year Recap: AI, Banking Crisis, and Inflation
https://www.podbean.com/pu/pbblog-df65b-a19e3b In this episode we discuss the themes that dominated first half of 2023. Artificial...
1 min read


Powering the Creative AI Revolution: NVIDIA's Cutting-Edge Chips
In the ever-evolving landscape of artificial intelligence, one company stands out for its groundbreaking contributions: NVIDIA. With...
2 min read


Ep 22: The Wedding Hustle
https://www.podbean.com/pu/pbblog-df65b-a19e3b Today's podcast starts off our new series on the American wedding industry, today we are...
1 min read


Navigating Market Uncertainty: Investing with a Long-Term Perspective
In the next 15 days, the stock market could experience a 30% crash due to a potential US fault, or it might rally 10% if the US raises...
2 min read


How to Take Advantage of a Zero Interest Period
If you have a zero interest period and you can use your savings at a 4% rate, it may be a good opportunity to earn some extra income....
2 min read
bottom of page