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 some of these progr...

The art world is getting even busier. I recently attended one of the most popular art fairs, Frieze, which debuted contemporary works in Los Angeles recently. The best pieces were bought by local celebs, collectors, and gallerists on the first night, invite/super-VIP e...

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 impact:

Required min...

Should you put your money in stocks or real estate has been the question of generations but there should by now be enough evidence to point us toward an answer. Keep in mind that basic principals of keeping your investments diversified, understanding investing tax cons...

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, including state and proper...

The World Bank’s 2019 annual report summarizes the continued struggle with its mission on ending extreme poverty while remaining optimistic and diligent in a few key areas. Their mission is “to advance shared prosperity and end extreme poverty” and they plan to do this...

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 to generate some ext...

Medicare open enrollment is from October 15 – December 7 and, if you’re 65 and over, now’s the time to see if you should enroll for the first time or make changes to your existing plan. Here’s a quick refresher for those that this applies:

Medicare Part A and B

First, yo...

Not so exciting to day-traders is the rationale for why time invested surmounts all other trading strategies. Calendar year returns define the bonus size of portfolio managers and sends the wrong message to investors who have decade(s) of time on their side to implemen...

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 companies to keep...