How to Make Money in a Down Market
By investing with facts over emotions I was able to make over $8,000 when the market was down nearly 20 percent.
Research
Profiting from Inflation, Volatility and Uncertainty
A guide to seven insightful ways to profit from inflation, volatility and uncertainty in the current market environment.
Broker versus Advisor – Five Key Distinctions
This article explores five important distinctions between a broker versus a fiduciary registered investment advisor. It covers the differences in fiduciary standards, compensation structures, conflicts of interests, investment costs, asset protection and the range of investment options and ideas.
60/40 Asset Allocation is Dead on Arrival – Alts Fill the Void in 2022
This article explores the impact of adding alternative investments to private client portfolios. It examines the typical endowment, foundation and ultra-high-net-worth investor asset allocations and argues that financial advisors explore similar strategic allocations for their clients.
Five Hidden Tax Strategies to Use Now
This research note explores my thoughts on the state of economy and tax policies and puts forth timely ideas on how private client investors can reduce the impact of taxes and improve after-tax performance. A couple of years ago, I had the pleasure of having dinner with the famed economist Art Laffer. Laffer was a …
Opportunity Zone Hypothetical After-Tax Return
Below is an illustration of the hypothetical after-tax return of an investment in a Qualified Opportunity Zone Fund versus a traditional taxable investment. This shows how an Opportunity Zone investment may outperform by approximately 53 percent.* This post is intended be read along with the broader research note titled “Five Hidden Tax Strategies to Use …