9 Immediate Financial Steps for Tech Employees Facing LayoffsThe recent layoffs at tech giants such as Google, Amazon, Meta, and Microsoft have affected many hardworking, successful individuals and…Jan 30, 2023Jan 30, 2023
401(k)s, Retirement Planning, Employee Benefits and Simple Investing TipsDoes your company’s 401(k) offer an “After-Tax” contribution option? Many larger companies (Google, Apple, Amazon, Meta, etc.) offer this…Jul 12, 2022Jul 12, 2022
Leverage (aka debt) is a great tool in rising markets, but can be catastrophic in market meltdowns.Given the low interest rate environment, businesses, institutions, and individual investors have been borrowing more and more…Sep 22, 2021Sep 22, 2021
A New Day and a New Year. How to Make Money in 2021.January 20th, 2021 marks a new day for America and for the world. As I sat at breakfast this morning with my wife Anjou, my 2.5 year old…Jan 20, 2021Jan 20, 2021
7 financial words of wisdom that every investor big and small should immediately follow2020 has been a year that has taught everyone countless lessons about perseverance and reflection. As investors enter the holiday season…Dec 16, 2020Dec 16, 2020
10 Secrets Millionaires are Doing With their Money in 2020This week, the S&P 500 set an all-time record closing at 3,389.78 as it continued its V-shaped recovery.Aug 21, 2020Aug 21, 2020
No housing or car payments for 3 months? An alternative US stimulus package for COVID-19 relief.Fellow investment strategists, macro economists, and global human friends, let’s discuss what Americans could really use to weather the…Mar 29, 2020Mar 29, 2020
We are on the brink of a Bear Market | 3 Immediate Actions you Should TakeThe S&P 500 is teetering on the brink of a Bear Market. What does this mean and where do we go from here?Mar 12, 2020Mar 12, 2020
3 Things You Should Do Today To Vaccinate Your Investments Against CoronavirusThe S&P 500 dropped 1.77% today and 2.1% over the past 5 days. The selloff was fueled by investor fears of Coronavirus controlling the…Feb 1, 2020Feb 1, 2020
Published in2 Important Reasons Why Sustainability Investing Should Matter to Every Investor in 20202 Important Reasons Why Sustainability Investing Should Matter to Every Investor in 2020How many of you consider what is actually held inside your investment portfolios and family savings and whether or not those companies in…Jan 25, 2020Jan 25, 2020