“Just Keep Truckin’ On” – 3 Reasons Why No 2023 Recession Thus Far
It is a fitting quote from the Grateful Dead to apply to today’s United States economic environment. I realize applying a Grateful Dead quote to the state of a capitalistic …
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Category: Portfolio Management
5 Reasons for Cautious Optimism Despite a Potential Recession
Economic concerns are warranted, but we see five positive factors that differentiate our current conditions when compared to past downturns. A majority of economists believe the U.S. will fall into …
The History of the U.S. Debt Ceiling and Why Investors Shouldn’t Worry
Since its inception, the U.S. debt ceiling has been a hot topic in American politics, often sparking debate and controversy. While concerns about the debt ceiling may seem valid at …
What Should I Know About Stock Compensation?
If you are employed by a publicly traded company or company that one day may go public, it’s highly likely you may receive stock as a part of your …
The Power of Tax-Efficiency: Tips and Tricks to Minimize Tax Liability
Ben Franklin’s quote is spot on; nobody can escape the eventuality of paying taxes but that doesn’t mean that you can’t optimize your portfolios to pay less. Tax season can …
The Dollar’s Changing Role in Portfolios
Key Takeaways Foreign countries are increasingly looking to diversify foreign exchange holdings away from the U.S. dollar. Years of easy monetary policy and growth in government debt have weakened the …
The Cost of Market Timing
Anyone who has ever invested in the stock market has thought to themselves, “Is this really the best time to put my hard-earned money into the market?” Or, if you’ve …
S.P.A.C. and SPAM-Update February 2023
In November of 2021, I authored a blog on S.P.A.C.s, or Special Purpose Acquisition Companies. At the time, it was one of the hot trends on Wall Street gaining popularity …
Secure Act 2.0: What does this mean for retirement savings?
On December 23rd of 2022 Congress, with bi-partisan support, passed the Secure Act 2.0. and President Biden signed it into law on December 29, 2022. This act builds onto the …
A Look Back on 2022 -The Dichotomy of High Inflation and Low Unemployment, Part 2
Sixty years ago on July 29th, 1962, Andy Warhol unveiled the now iconic Campbell Soup can paintings in Los Angeles. While Campbell’s executives weighed legal action and debated how to …