News and Insights

Market Commentary

IRS: SECURE Act’s 10-year RMD rule is not what you thought
Emerging Markets: Roundtable Discussion
Guide to Navigating Uncertain Markets
Epidemics and Stock Market Performance

Podcasts

5-14-2021: Another cyber-attack, more inflation data, and an infrastructure spending update. Sound familiar?

Weekly 5-7-21: Recap Dogecoin. Enough said.

Weekly Recap 4-23-21: News from a couple of FAANG stocks and European soccer, but this week’s headlines were dominated by proposed tax law changes.

Weekly Recap 4-16-21: Earnings season is back! We’ll take a look at some of the banks that reported this week and give a preview of some of next week’s big names. Coinbase went public this week following a Bank of America survey indicating that a lot of institutional investors think Bitcoin is in bubble territory.

Weekly Recap 4-9-21: This week we take a look at the American Jobs Plan: where is all this money going and how are we planning on paying for it?

The Benefits of a Roth IRA

Weekly Recap 4-2-21: This week’s review will cover a wide range of rapid-fire market headlines and tell the story of Bill Whang and Archegos Capital Management.

Weekly Recap 3-26-21: As plans for tax increases begin to materialize, we take a look at which sectors may bear the heaviest burden.

Weekly Recap 3-19-21: This week’s review will provide updates on news we’ve covered over the past couple of months. From interest rates to U.S.-China relations, tune in to catch up on these developing stories.

Weekly Recap 3-12-21: Take a closer look at the ongoing Microsoft hack and potential economic and geopolitical ramifications. I’ll also introduce you to one of the newest forms of collectibles–digital art.

Weekly Recap 3-5-21: What a wealth tax means for the ultra-rich, and what it could mean for us.

Weekly Recap 2-26-21: Growth Stocks Take a Breather as Treasury Yields Spike

Weekly Recap 2-19-21 Taxes for Big Tech, The Oracle of Omaha, and what the yield curve could be telling us

Weekly Recap 2-12-21: Bitcoin Going Mainstream

Weekly Recap 2-5-21: Big Tech Earnings

Weekly Recap 1-29-21: GameStop and Short-selling Mania

Newsletters

Volume 2 – Issue 4
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Volume 2 – Issue 1
Volume 1 – Issue 3
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Volume 1 – Issue 1