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Investment Management

Wealth Watch

Reducing Year-End Taxes on Your Investments

Nobody wants additional taxes for the holidays, so throughout the year, we look for ways to minimize them.  With year-end approaching, it’s a good time to review a few strategies that can potentially reduce your tax bill. Tax-Loss Harvesting The goal of tax loss harvesting is to stay in the market while capturing the current […]

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Wealth Watch

Stagflation…Should You Be Worried?

Stagflation. Its mere mention sends shivers down the spine of anyone old enough to remember the double-digit inflation, high unemployment, and endless gas lines of the 1970s and early-1980s. Ultimately, draconian measures by the Federal Reserve under then-Chairman Paul Volcker successfully wrung inflation out of the economy but not before a sharp rise in interest […]

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Blog

Tax Increases and Stock Options. What Does This Mean for You?

With possible tax increases coming soon, what does that mean for your stock options? A new bill could be passed at the 11th hour, and with year-end approaching, now is the time to analyze how this may impact you. Stock Options – A Brief Overview Stock options give employees the right to buy company stock […]

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Wealth Watch

Bitcoin Boom or Bust?

It’s finally here! There’s an ETF in the US for Bitcoin. The ProShares Bitcoin Strategy ETF hit the market on Tuesday, October 19th. Bitcoin, and more broadly, cryptocurrency, have long been a hot topic and one of intense debate. Is this an asset that is headed for the moon or doomed to fail? There are […]

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Wealth Watch

You Paid What for That?!

Did you notice that you are paying 9.9% more for eggs and 5.6% more for apples than you did a year ago? Or that a new refrigerator will cost you about 20% more than it did pre-pandemic? Did you know that the backup of container ships at our California ports stands at 29, with an […]

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Wealth Watch

An Introduction to Impact Investing

The investing landscape is constantly evolving as fund companies and money managers look to develop new products to meet investors’ needs and wants. One corner of the market that has been experiencing immense growth over the last several years and shows no signs of slowing down is the area of “Sustainable” investing. Fund assets in […]

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Wealth Watch

To Taper or Not to Taper

“To be, or not to be? That is the question: Whether tis’ nobler in the mind to suffer the slings and arrows of outrageous fortune, or to take arms against a sea of troubles…” – William Shakespeare, Hamlet At the recent Jackson Hole policy summit, Chairman Jerome Powell said that the Fed would likely begin […]

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Blog

Buy, Borrow, Die: Not Best for Everyone

With interest rates near historic lows and the market near all-time highs, there are more people borrowing against their portfolios than ever before. Using debt wisely to increase wealth and reduce taxes is not a new concept; however, recently, there has been a spotlight shined on the concept from Wall Street Journal’s article “Buy, Borrow, […]

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Wealth Watch

Instability and Unrest: The Market’s Reaction

With the recent turmoil unfolding in Afghanistan, should you be worried about a drop in the stock market and its negative impact on your portfolio?  Well, as they often say, history repeats itself.  This situation may be no different.  In the short-term, markets typically drop as a result of significant conflicts, wars, and geopolitical events.  […]

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Blog

How Financial Professionals Should View Risk During a Pandemic

The pandemic changed many aspects of life for financial professionals (private equity professionals, investment bankers, and asset managers). Like many, the future of work, the outlook for their career, and their future travel have all morphed. However, working with many financial professionals on their personal wealth management at the height of the pandemic panic led […]

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Blog

Leaving Your Job? 4 Executive Compensation Considerations

Thinking about leaving your job? You’re not alone. 2021 is turning into the “Big Resignation,” with millions either quitting or thinking about leaving for greener pastures. If you are a professional falling into this camp, what does that mean for your Executive Compensation? Here are key considerations if you’re thinking about making a leap. 1. […]

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Wealth Watch

Viva Las Vegas! Viva the Stock Market!

“Las Vegas is a city built on hopes, dreams, and a little bit of crazy.”– Michael McDonald No truer words have been uttered about “Sin City,” and perhaps the same can be said for the current market environment. Investors hope and dream that stocks will continue to rally but feel a bit crazy for believing […]

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