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How to give away your money
Maximize your impact: Donate wisely with tax-savvy strategies like DAFs, QCDs, charitable trusts, and foundations.


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%...


Market analysis and long-term considerations
Markets went notably lower this week, marking its fifth consecutive week of declines. More notably, is that bonds didn’t do any better...


Preparing your portfolio for a pandemic recovery
With 76.9m doses already administered, according to Bloomberg, the case for an economic recovery is gaining momentum. Another notable...


Ethical considerations of cryptocurrency
With the news from Tesla and Morgan Stanley investing in Bitcoin, driving its price 70% higher so far this year, investors are wondering...


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...


How will the markets perform in this election?
This market is no stranger to volatility and it’s never been less so than in the month ahead of a Presidential election. In 2016, when...


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...


Following the market herd
It’s hard to predict the future. Fortunately, it’s much easier to identify where the market herd is putting their money, and this action...
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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