If you’re wondering what your top 2021 California and Federal taxes rates are, look no further.

Here are my top five reasons clients should buy bitcoin on their own, if at all, outside of their portfolio.

Inflation is easy to understand in the short run, but difficult to grasp the magnitude of over time.

What we’re all learning is that being a good long-term investor is probably more about pain tolerance than intelligence.

Moore’s Law, Flatley’s Law, and Wright’s Law should continue to push the pace of innovation across industries and help smart companies take advantage of new opportunities.

The internet has provided an incredible platform to spread information and predictions, but accountability comes with it.

We see 5 common mistakes when entering retirement: Here’s what they are and how to fix them before it’s too late…

For people earning less than $400,000 annually, the proposals include housing credits, child and dependent tax credits, renewed electric vehicle credits, student loan reform, and several other types of tax breaks. For those earning over $400,000, it’s a different story.

After all, everything they prophesied about the internet in the late ’90s came true. However, plenty of companies went bankrupt for being too early and the whole sector collapsed for 10 years while we waited.

Move over Bitcoin, collectibles are the new kid in class and are taking the investment world by storm. Crypto, NFT's, Topshot, Wine, sports cards, classic cars, and art are all exploding…

You learn more about human nature than you’ve ever dreamed when studying securities laws from the 1940s

After all, there was a sweeping political change, taxes and regulations are headed North, and the economy isn't exactly back to pre-pandemic levels.

Those are important stories. But there is a bigger story.

We’ve got three opinions and a bonus:

Pump and dump schemes have been around since the beginning of public markets. This one is no different:

It has been accurately said that every time Congress meets, your tax dollar is at risk.

This has a deep ring of truth now with many of the proposed changes to the tax code now being discussed:

Level One- the most important level in the hierarchy of financial needs, is cash flow and budgeting.... Indeed, you can’t direct excess cash flow to level 2 needs until you have excess cash flow.

Research JP Morgan, however, reminds us that all-time highs are generally followed by MORE all-time highs:

When the market starts dropping, you will hear from a lot of sources “this is the beginning of the next big one!” However, that’s not been historically true.