Tech deepens its correction while oil & gas is doing just fine: Market Analysis
To the delight of every investor in the last decade, tech stocks were the golden goose of every winning portfolio, returning over 600%...
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What is the real inflation rate anyway and can we all calm down a bit!?
The Federal Reserve once again spooked markets as August CPI data showed an increase (not a decrease, as expected) of 0.1%. Not a whole...
How to retire successfully
As the world returns to the office, after 2 years of working from home, more people are contemplating early retirement. But inflation and...
How to survive high inflation
It’s a surprise to no one that prices are higher since a year ago, and even a couple of months ago, as gas prices in L.A. have reached...
What will happen when inflation comes and why you shouldn’t buy a new Ferrari
Something very apparent in L.A. is the number of young people driving around in half a million-dollar Ferraris. Maybe this is their...
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...
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...
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...
How the SECURE Act impacts your financial plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed late last year and set in motion real changes for how...
Year-end tax tips
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...
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