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
Your Safe Retirement Withdrawal Rate
How much money do you need to retire is a popular question? What's my safe retirement withdrawal rate is a better one. This post looks at the famous 4% rule and whether it still applies.
Wednesday Reading List
This week's article round-up focuses on the market's moves in this recovery, NBA owners cashing out through private equity, what it takes to invest in stocks, return forecasts, the Fed under Biden, combatting climate change leading to jobs, aliens, and a Red Sox IPO
Investment Winners Rotate…and they’re doing it again
Every bull market brings new winners and losers since investment winners rotate. Learn how to capitalize on this in your long-term portfolio by studying the laggards and leaders in the last four bull markets.
Continue Reading Investment Winners Rotate…and they’re doing it again
Wednesday Reading List
This week's article round-up focuses on bitcoin, where to invest today, value vs. growth, estate tax changes, rebalancing and more.