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Gratitude and ideas for the new year
It's been a roller coaster of a year. 2023 was highlighted by an emerging Middle East war and the continuation of the Ukraine-Russia war....


Holiday Year-end Tax Tips for Investors
Tis the season for Happy Holidays and year-end tax tips so you can enjoy your Christmas presents! There are many tax changes (and...


The market’s bad weather and why waiting brings success
Every asset class has felt the pressure from higher interest rates and the ascent of two wars. Most notably, the fact that every asset...


How Geopolitical Conflicts Impact Investment Decisions
As geopolitical tensions rise, especially with the recent Israeli-Palestine war, investors are bracing for potential financial...


Great AI tools to help jumpstart your new business
If you’ve been waiting to start your dream business, now might be the best time as the latest AI tools may make the process easier and...


Don’t rule out bonds just yet
Taking a contrarian view to that of major news outlets that bonds are now dull investments that no longer offer the safety it was known...


My Enlightening Experience at the Market Technician Association Symposium in NYC
Last month, I had the pleasure of attending the Market Technician Association Symposium in New York City. As an attendee of the...


AI and Scammers: How Investors Can Protect Themselves From the Latest Threats
Investors have always been at risk of falling prey to scammers who try to steal their hard-earned money. However, with the advent of...


Recession-Proofing Your Finances: How to Prepare for a Potential Economic Slowdown
The US was on track to reduce inflation after the Federal Reserve increased interest rates to almost 5% in a single year, at least until...


Finding the Market Theme in 2023
The worst might be behind us. An even better way to look at the market lately is to believe that there’s an enormous opportunity ahead of...
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