Let’s face it. 2020 was a year of uncertainty, not just in the markets but in our lives. Thankfully, things are looking brighter for the coming months. Right now, we see similar pent-up yearnings in...
Scammers Are Getting Smarter – Here Are 5 Ways to Spot Them
Scammers. According to the Consumer Federation of America, they’ve recently gotten bolder in their extortion methods — everything from impersonating law enforcement on the phone to making threats for noncompliance. The pandemic has increased the incidence...
COVID-19 & Tax Season: The IRS Has Extended The 2021 Tax Filing Deadline
One year into the pandemic and Americans continue to strike a balance between staying safe and handling their day-to-day responsibilities. One major challenge we all face this time of year (pandemic or no pandemic) is...
What in the World are SPACs and NFTs, and What Do They Mean to Your Investment Strategy?
Is it just our imagination, or has there been an uptick lately in exciting new trading tactics for seizing riches from exotic new markets? Unfortunately, as Sylvia Porter observed in her 1,200-page, best-selling Sylvia Porter’s...
Socially Responsible Investing (SRI) Is Trending. What Is It and Why Is It Hot?
2020 was a year of stress and uncertainty, but it was also a year that brought to light issues of social justice, climate change, and social responsibility. As consumers, we have grown more conscious of...
Both the Former Zappos CEO and the “Black Panther” Star Died Without a Will. Here’s Why That Makes Things Complicated.
Tony Hsieh, the former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months before, Hsieh retired from his position as CEO of Zappos with...
What Financial Challenges Could High Earners Face During the Biden Administration?
With the new administration, high earners may be wondering how the Biden presidency will affect them financially. Until Biden begins enacting changes, we won’t know. But based on his official campaign platform, past interviews, and...
Lessons Learned from the Gamestop Run
“You can’t invest without trading, but you can trade without investing. … Thinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after...
A Second Coronavirus Stimulus Bill Worth $900 Billion Was Passed: Here’s What You Should Know
On December 21, Congress passed a much anticipated second stimulus package, and President Trump signed it on December 27. The $600 billion package helps those experiencing COVID-related financial hardship, including businesses, hospitals, families, and individuals....
Q4 2020 Quarterly Update
Today, let’s pause and take a moment to reflect on the wondrous powers of small, quiet acts. Pandemic aside, there have been plenty of great, big, year-end reviews and year-ahead teasers clamoring for your current...