Investor pro tip: most investments that are pitched along with a free steak dinner deserve more than a quick once over before you sign on the dotted line. Chances are those investments work out better for the one selling them than they do for the […]

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The Roth IRA was originally established in 1998 through the Taxpayer Relief Act of 1997 and originally allowed investors the opportunity to contribute $2,000 per year. The benefit of the Roth IRA would not allow for an immediate tax deduction (unlike its Traditional IRA cousin), […]

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At the end of each year a large question mark looms around a key expense for households; health insurance premiums. For most, health insurance premiums can be managed by moving between insurance carriers, adjusting coverages, or even relying on government subsidies. But for individuals on […]

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With an unprecedented amount of liquidity added to the global economy by the Fed and other central banks after the COVID-19 lockdowns, many have warned of hyperinflation. There’s no doubt that prices are going up all around us. Home prices have soared and, with an […]

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Before this month very few people have ever heard the name Bill Hwang.  Hwang began his career at Peregrine Securities as an equity salesperson.  While there Hwang met legendary investor Julian Robertson, founder of Tiger Management and one of the greatest investors of all time.  […]

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For the past decade, the interest rate provided by banks for a savings account has been putrid. When it didn’t seem like it could get worse, following the pandemic, the national average on savings deposits hit a startlingly low 0.04% . That means the $50,000 […]

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Casinos may be operating at a reduced capacity right now, but gamblers are still getting their fix. Wall Street has been overrun by thrill seekers, tired of lockdown and looking for an outlet. I’m all for someone having fun but when someone’s understanding of the […]

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I think I can speak for everyone in saying that we are glad to see 2020 in the rearview mirror!  Here’s to great 2021!   There are a set of important ages when it comes to retirement planning and we thought it would be a […]

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Congress has officially passed the new $900 billion pandemic relief bill that will affect almost every American in one way or another. This is the second largest aid package ever provided, only behind the $2 trillion CARES Act approved in March of this year. We […]

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“…that’s what everyone always says! That I “need a goal for my investments”. Well, my goal is to make as much money as fast as possible!” That’s a quote from a conversation I recently had with someone after talking a little bit about his portfolio […]

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