Remember your teens and early years of adulthood? Like me, I’m sure you did things and took risks you weren’t proud of and wouldn’t dream of doing today. For my part, I’m less likely to take risks with my health and safety these days, like in my younger years. That’s because now that I’m married […]

Don’t be fooled by the recent rally in everything from tech stocks to crypto, says Steve Eisman of “Big Short” fame. The Fed’s recent signaling of easing its aggressive rate hike agenda to combat inflation breathed new life into the markets, but don’t be fooled by this temporary spark, warns Eisman. The Neuberger Berman Group […]

To say the markets are in turmoil would be putting it lightly. In the summer of 2021, everyone was so sure and upbeat about the markets. Flush with stimulus cash, the stock and crypto markets were at all-time highs. However, 2022 was a different story. Stimulus money stopped, and inflation took center stage as the […]

The wealthy have been leveraging real estate for years for the many financial and non-financial benefits it offers a portfolio. Not to be left out, institutional investors have recently made a big move into the space to take advantage of these same benefits sophisticated investors have been leaning on for decades. Everyone has seen the […]

Stock and crypto investors were riding high about this time last year. Flush with stimulus money, the Dow and Bitcoin markets were riding all-time highs. On November 5, 2021, the Dow closed at 36,327.95, near its all-time high achieved early this year. On November 12, 2021, Bitcoin was also trading at its all-time high of […]

Change is coming. It’s inevitable… The signs of recession are all around, and it’s not just the talking heads on the fringes sounding the alarms anymore; it’s prominent business leaders, fund managers, and economists now issuing dire warning signs about what’s to come. Here is a sampling of what these prominent voices have to say: […]

The economy is rife with uncertainty and at the center of the storm is inflation and Fed policy to address it. If you scan the financial news, newspapers, the Internet, and social media, you’ll see economic uncertainty on full display. “Guggenheim’s Minerd Says Fed Won’t Stop Raising Rates Until Something ‘Breaks.’” – bnnbloomberg.com. “IMF chief […]

You are here because you’re searching for a path – a financial path that will give you the freedom to dictate the terms of your financial future – including the ability to walk away from your day job if you so choose. Maybe some of you have felt the devastating economic effects of COVID and […]

Who controls the valuation of your portfolio? You? Your financial advisor? Your broker? Not who you think. You, your financial advisor, and your broker may control what assets go into your portfolio, but a number of outside forces determine your portfolio’s valuation. And in the current economic environment filled with fear and uncertainty, these outside […]

Everywhere you turn, all you see, hear and read about is doom and gloom in the economy. Invariably dragged into the predictions of recession and downturns is the state of the real estate market. Here are some recent headlines: “Economist Who Called 2008 Housing Bubble Warns of Home-Price Declines.” –Businessinsider.com. “A Housing Market Crash Could […]