Personal Finance

Our Recent Posts

The growing of dark money in SPACs and NTFs and a warning to investors

Preparing your portfolio for a pandemic recovery

Ethical considerations of cryptocurrency

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Being grateful and why I'm looking forward to the new year

Nobody could have predicted the scale of the calamity that we experienced in 2020. The loss of jobs and lives as a result of the pandemic...

Year-end tax strategies in light of a return to normalcy

The winner of the presidential election this weekend will put us on a path toward normalization of tax policy, trade, and geopolitics....

Will social security run out?

You may see the alarming note on your latest social security statement saying that projected levels are not enough to sustain payouts...

California’s firestorm and its financial future

The complex fires are devastating California, which so far burned more than 1m acres. It has destroyed my father’s home in Vacaville,...

The emerging risks of ESG investing and our awesome responsibility

American investors, the world’s wealthiest, have an awesome responsibility to promote our values throughout the world by being diligent...

How to weigh a life change during uncertain times

Civilization as we know it is being put on its head, forcing new perspectives and feelings for most people who are just trying to manage...

Pricing the future and stimulus update

Market update US stocks participated in a surprising quick recovery soon after what was thought to be the beginning of a major...

Taking care of your mental health

There's no guidebook for taking care of your mental health during a pandemic. Being stuck at home with limited access to other human...

Covid-19 resources for small business owners and sole proprietors

There are two Covid-19 related resources for sole proprietors and small businesses that can be applied for now. This comes after the CARE...

Making the art world part of your portfolio

The art world is getting even busier. I recently attended one of the most popular art fairs, Frieze, which debuted contemporary works in...

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