Katie, Renee, and Joe discuss what works during inflationary times, interest rates, growth stocks, gold/bitcoin and and the current challenges facing our economy
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According to its price-to-earnings ratio (30x), the S&P 500 is valued more than 80% higher than its long-term average (16x). But the historical averages are irrelevant.
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What is the definition of risk? In the case of investing, it’s anything that causes a market pullback that you didn’t see coming
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“Rich Dad, Poor Dad” Author Robert Kiyosaki made media waves this month by saying “The biggest crash in world history is coming this October”.
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As the year ends, it’s important to be mindful of options to minimize your tax burden. Just like the holidays come and go, so do planning opportunities.
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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.
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The 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.
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“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”
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Can income investors still realistically “live off their interest and dividends”?
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Our team participated in our own Quarantine Office Olympics during the spring of 2020...
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If you’re wondering what your top 2021 California and Federal taxes rates are, look no further.
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Here are my top five reasons clients should buy bitcoin on their own, if at all, outside of their portfolio.
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Inflation is easy to understand in the short run, but difficult to grasp the magnitude of over time.
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What we’re all learning is that being a good long-term investor is probably more about pain tolerance than intelligence.
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Unfortunately, the investment market you retire into matters a great deal
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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.
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The internet has provided an incredible platform to spread information and predictions, but accountability comes with it.
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We see 5 common mistakes when entering retirement: Here’s what they are and how to fix them before it’s too late…
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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.
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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.
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