Market update

US stocks participated in a surprising quick recovery soon after what was thought to be the beginning of a major destabilization. Part in thanks to a massive infusion of Federal Reserve stimulus, the market has already priced in the reco...

There are two Covid-19 related resources for sole proprietors and small businesses that can be applied for now. This comes after the CARE Act which was past a couple weeks ago, the Treasury has issued new guidance and banks are only now implementing...

You wouldn’t know it by going to a coffee shop but coffee prices are actually freefalling. In the L.A. coffee shop that I frequent, an espresso costs $4.11, including taxes. I have it in mind to explain to them that the wholesale cost of their coffee...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how you will manage their retirement going forward. Here is a break-down of the changes and thoughts for managing the...

This is the second year of the so-called, “Trump Tax Cuts” aka Tax Cuts and Jobs Act, enacted at the beginning of 2018. Controversies around these cuts, other than adding to the national debt, is that it capped itemized deductions to $10,000, includi...

If you're facing retirement, the only thing worse than the risk of being bored in retirement is the lack of funds keeping you from doing the things you want to do. Fortunately, as the saying goes, "you're not dead yet," and there are plenty of ways t...

It’s that time of the year that your company will likely offer new benefits for 2020; here are some key considerations as you elect for those new benefits.

Health insurance costs are increasing for individuals and companies across the board. A way for...

If you're in search of art for your home or collection it may be helpful to take the viewpoint of the gallerist, who struggles to operate in a hugely competitive art market that's actively shifting online. The book, "Management of Art Galleries" by M...

If you have a profitable business of at least two years and want to buy commercial real estate for your business, the Small Business Association (SBA) has a couple of programs designed to help. 

First of all, it’s common to assume that businesses only...

Two of three floors in a building in Chelsea, Manhattan, there are standing desks, dogs, and cold brew on tap. This is Betterment HQ, the home of the startup that is taking on the Wall Street old guard. They are also my technology partner, back-offic...

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