Access to markets and information has never been easier to attain. Short-term traders appear to be well informed these days, and a financial advisor probably won’t get clients in and out of the meme stocks faster than a couple of taps on a trading app.
Read MoreThe long-awaited budget reconciliation bill was unveiled this week, and there’s a lot to unpack for individual and corporate taxes. You’ll remember the bill is key to tax reform and how the government intends to pay for the 3.5 Trillion dollar stimulus package.
Read More“I honestly believe that 80% of (the internet companies) that existed are going to zero… Now the 20% that remains… I’m still bullish. The internet is a theme that’s shaping the world”
Read MoreCan income investors still realistically “live off their interest and dividends”?
Read MoreOur team participated in our own Quarantine Office Olympics during the spring of 2020...
Read MoreIf you’re wondering what your top 2021 California and Federal taxes rates are, look no further.
Read MoreHere are my top five reasons clients should buy bitcoin on their own, if at all, outside of their portfolio.
Read MoreInflation is easy to understand in the short run, but difficult to grasp the magnitude of over time.
Read MoreWhat we’re all learning is that being a good long-term investor is probably more about pain tolerance than intelligence.
Read MoreUnfortunately, the investment market you retire into matters a great deal
Read MoreMoore’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.
Read MoreThe internet has provided an incredible platform to spread information and predictions, but accountability comes with it.
Read MoreWe see 5 common mistakes when entering retirement: Here’s what they are and how to fix them before it’s too late…
Read MoreFor 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.
Read MoreAfter 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.
Read MoreMove 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…
Read MoreYou learn more about human nature than you’ve ever dreamed when studying securities laws from the 1940s
Read MoreAfter 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:
Read MorePump and dump schemes have been around since the beginning of public markets. This one is no different:
Read MoreWatch our 2021 Webinar on Replay
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