Does your company’s 401(k) offer an “After-Tax” contribution option? Many larger companies (Google, Apple, Amazon, Meta, etc.) offer this additional savings opportunity which can provide significant, game-changing longterm tax benefits to high earners. …

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 collateralized money via large mortgages, margin, line of credit against stocks/crypto, business loans, etc. If the…

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 daughter Chloe, and my 10 month old daughter Sophie, we watched history in the making as President Biden and Vice President Harris…

2020 has been a year that taught everyone countless lessons about perseverance and reflection. …

This week, the S&P 500 set an all-time record closing at 3,389.78 as it continued its V-shaped recovery. At Old Vine Capital, I have seen far too many friends and recently on-boarded clients who went to cash with their investments out of fear in March (despite my Q1 COVID-19 advice.) …

Fellow investment strategists, macro economists, and global human friends, let’s discuss what Americans could really use to weather the economic impact from COVID-19. The recent approval of the $2 trillion stimulus package will have lasting impact on our country, but what about this alternative solution? Parts of the Coronavirus Stimulus…

The S&P 500 is teetering on the brink of a Bear Market. What does this mean and where do we go from here? The Chief Investment Officer of LPL Financial, Burt White, recently wrote “Pick your favorite narrative: 1. Stocks plummet 19% in just 2 weeks on global pandemic &…

The 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 global stock market rather than fundamentals and earnings driving stock prices. So, what should you do with your personal portfolio? The answers may surprise you. Here…

How many of you consider what is actually held inside your investment portfolio and family savings? Are the companies in which you invest fundamentally behaving with social responsibility and sustainability at top of mind? Would you prefer to invest more in companies that do the right thing and less in…