Open enrollment guidance for employees and small business owners
It’s that time of year again that most employees and business owners are entrenched in insurance decisions that are coming due quicker...
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Biden's tax agenda for investors
Major implications of Biden’s new “American Families Plan” is targeting households with incomes $400,000 and above. Proposed changes...
How to get Tax Free Wealth in Retirement
Nothing is certain but death and taxes, unless you’re a billionaire or if you read the book, Tax-Free Wealth^1. The latest revelations of...
The growing of dark money in SPACs and NTFs and a warning to investors
Recent headlines of billions of dollars exchanging hands so far this year thanks to the latest creation in financial ingenuity. SPACs,...
How social media might affect markets the way it has politics
GameStop, a bankrupt company, had a 3,000% rise in its stock price this month as gamers banded together on social media to collaborate...
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...
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,...
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...
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...
Why coffee futures are tanking
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...