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Does The Debt Crisis Mean Inflation?
A debt crisis is building in the US, and there is nothing that can be done to stop it. However, there are alternatives for dealing with it. We explain the alternatives, and…
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Do You Make this (Fatal) Mistake?
The mistake referenced in the title is a misunderstanding of withdrawal rate. I was recently speaking with a successful entrepreneur about sustainable withdrawal rates from investment funds, particularly retirement funds. He said that he…
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Informed, Intelligent People Are The Best Prospects, And Clients
I remember a commercial that declared, “An informed customer is our best customer.” The commercial offered no proof, no argument, and no evidence of the claim. However, with respect to financial advisors, there now…
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Momentum Investing – The Surprising Truth
If you’ve ever studied finance in a university setting, or read the academic literature, you’ve almost certainly been exposed to the Efficient Market Hypothesis. And if you believed the Efficient Market Hypothesis, you…
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US Debt Downgraded! Does It Matter?
At the end of July, 2023, the financial rating agency Fitch announced that it was downgrading the sovereign debt of the United States. The stock market tumbled. The bond market tumbled. Talking heads…
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“QSBS” Stock – More Than $10 Million Tax-Free?
Congress enacted section 1202 in 1993 with the stated purpose of creating an additional incentive for certain types of small business investment. The law allows investors in Qualified Small Business Stock (sometimes…
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Diversify or Die (with 57.8% Probability)
In February of this year, I was speaking with an advisor in Utah. We were discussing the use of a Stock Diversification Trust (click here to request an Advisor Guide) for a…
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Will Tesla Own the World?
If Tesla won’t own the world, consider selling your Tesla shares. In recent trading, the market cap of Tesla reached $869 billion. If you own Tesla, this high market cap is good news. But…
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Inflation and Independence (or, Was Congress Always THIS Irresponsible?)
7/4/23 Happy Independence Day! Here’s a fun pop quiz for your Fourth of July BBQ: Who was the first American economist to warn about the dangers of inflation? You may not have…
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What Can You Do With Real Estate Trapped in a C-Corp?
If you have clients who own real estate in a C-corporation, you probably already know some of the difficulties that stand in the way of clients getting their hands on “their” money…
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