DISCLAIMER The views expressed in this video are the personal views of the authors pictured only and do not necessarily reflect the views of the author’s employer. The views expressed reflect the current views of the author as of […]
Happy New Year (is anyone else tired of hearing that yet?). You may have been too busy buying Christmas presents last December to notice Congress working furiously into the night passing the new massive 1,773 page budget bill to keep […]
Regardless of the language, “goodbye” has the same meaning. It signifies the end of one thing and the beginning of something new, whether it’s saying Au Revoir to a friend or to this year’s experiences. 2019 was a remarkable year […]
This week I was speaking at a conference for investors and family offices in Miami. My presentation was on the tax legislation titled “Opportunity Zone” (IRC 1400z) included in the Jobs Act Tax Cut bill signed into law on December […]
Wiktionary defines rocket science as “anything overly complex, detailed or confusing”. I have a client (very smart) that is a retired rocket scientist and we have great conversations about finance, economics, and politics. One consistent theme is defining and differentiating […]
For the past two years, we have advocated holding a 100% US stock allocation with no direct foreign investments especially for those without experience investing in foreign markets. In 2018 we withdrew all foreign Exchanged Traded Funds (ETF’s) and mutual […]
Officially, we have yet to start the holiday season, but starting Friday morning at 12:01am its Game On! If you have been a bit bummed by seeing Christmas decorations and displays coming out before Halloween, there’s a reason for it. […]
