Wednesday Reading List
This week's article round-up focuses on emerging markets and rising rates, ESG funds, pandemic finish line, hot real estate market stats, gold isn't shining, latest book recommendation and more.
The Reopening Trade Continues
The reopening trade into cheaper stocks and areas of the market continues to show strength this year. As with other bull markets, leadership is changing and you want to reassess your portfolio accordingly.
Worrying About Inflation
With inflationary pressures mounting, should investors be worrying about inflation? Taking a look at both sides, sharing my two cents, and what steps to take if you are.
Wednesday Reading List
This week's article round-up focuses on the new Roaring 20's, good economic data, the wisdom of Munger, Covid cases dropping fast, Gates and climate change, latest book recommendation and more
Wednesday Reading List
This week's article round-up focuses on China's market, new threats, Bill Gates on climate change, sustainability, America's first female detective, latest book recommendation and more!
Making Millions from GameStop
David Hill for The Ringer wrote a great piece about the GameStop short squeeze that featured me explaining illegal naked short selling and how this differed from it.
Thoughts on Our Team’s 2021 Investment Outlook
Our 2021 investment outlook is an in-depth look at investment themes that will matter this year and how to position your portfolio well to take advantage. It's worth the full read, and here are my thoughts.
Continue Reading Thoughts on Our Team’s 2021 Investment Outlook
Wednesday Reading List
This week's article round-up focuses on a famous short squeeze, investing lessons, pandemic preparedness, selling in a hot housing market, reaching for yield, streaming recommendation and more.
Wednesday Reading List
This week's article round-up focuses on SPACs, GameStop, Inflation, Tech company news, tax planning and more
Minimizing Taxes Under Biden’s Proposed Tax Plan: Webinar Replay
Taking a look at President Biden's proposed tax plan and sharing a framework for how to minimize taxes going forward regardless of whether it all passes through this Webinar replay.
Continue Reading Minimizing Taxes Under Biden’s Proposed Tax Plan: Webinar Replay