Category Archives: Blog

This Memorial Day stands out from every other Memorial Day I can remember in my lifetime. Traditionally the unofficial kickoff to summer, Memorial Day weekend is usually a time when the summer’s biggest blockbuster movies are launched, the NBA playoffs are in full swing, the baseball season is ramping up, and some families hit the […]

Investors have an enemy. It’s not hackers from China or Russia. It’s not armed goons outside your door. The investor’s enemy is in their own backyard. It’s high-volume traders and hedge funds on Wall Street with sophisticated high-speed trading tools that are costing you the individual investor to the tune of $5 billion a year. […]

The economic toll brought on by Covid-19 has been devastating. Unemployment has spiked with no relief in sight for many as lockdowns persist in many states. Without downplaying the economic and social distress experienced by many Americans, there may be a silver lining in all of this. There may never be a better time to […]

The Stock Market is more like Vegas and less like a clearinghouse for credible companies seeking capital from disciplined investors. It’s full of IPOs and companies selling the next big thing with no history of profits or steady operations to unsuspecting investors looking to cash in on the next Amazon. It’s full of speculators trying […]

America is an amazing country built on the cornerstones of individual freedom and capitalism infused with a spirit of innovation and entrepreneurship. Like it or hate it, the odds are stacked in favor of risk-takers, entrepreneurs and capitalists. The tax code, in particular, provides multiple incentives and benefits to encourage entrepreneurship and investment. Unfortunately for […]

I recently did a Q&A interview regarding alternative investments and given the current economic situation, I wanted to share that interview with you. # # # As the equities market experiences volatility like never before, investors are turning to an asset class long used by institutional and ultra-high-net-worth (“UHNW”) investors to shield from Stock Market uncertainty […]

On March 10, 2000, while riding on the wave of the dot-com frenzy, the Nasdaq Composite Index hit an intraday high of 5132.52. We all know what happened next – the dot-com bubble burst. By October 2002, the index had fallen 78.4% to 1108.49. Retirements and paper wealth went up in smoke. In the aftermath, […]

Commercial real estate (“CRE”) has long attracted investors for its cash flow, appreciation, and capital preservation advantages. Unfortunately, very few investors have the expertise or substantial capital to acquire commercial real estate on their own. Fortunately, there are passive investment alternatives investors can turn to enjoy the financial benefits of CRE investment without the steep […]

COVID-19 (the Coronavirus) has exacted a devastating toll on the world in both health and economic terms. It has devastated economies – halting entire industries and putting countless workers on hiatus or out of work entirely. In the span of a little more than the month, the stock market has shed more than a third […]

The Dow closed below 20,000 for the first time since January 20th, 2017, the day President Trump was inaugurated. After setting a closing record of 29,551.42 on February 12th of this year, it has since lost every gain since Inauguration Day on fears of the COVID-19 (Coronavirus) pandemic – closing at 19,898.92 as of the […]