Seriously, it doesn’t matter who you are. Your online data has been smoked out and scooped up by thieves who want every dollar you have in an online account, every government-sponsored benefit you’re entitled to and every paycheck that’ll ever transfer to your bank. They were just prioritizing who to rip off and your name […]
If you have $135,000, you could own a flying car in a matter of months. Not years. Months. That’s how close we are to the future of transportation. And even if you don’t envision one in your driveway, you’ll be able to hire one for a short trip when you want to arrive in style. […]
There’s a season for all things, the Good Book tells us. But if you’re the CEO of a company valued under $2 billion, we understand why you might have been experiencing a crisis of faith lately. But now, the time of redemption – of your stock appreciation rights at least – is at hand. Small […]
The biggest driver of inflation these days is shelter, but if you own your own home and took out a mortgage more than three years ago, you’re not experiencing that. It’s the second-biggest driver that’s making us all a little crazy. Energy isn’t it anymore – it was for a while, but those prices are […]
To state the obvious theme of 2024: It’s important that your portfolio has exposure to artificial intelligence in finance. But how? We don’t pump individual stocks in this space, and you either bought Nvidia a year ago or you wish you did. Now that the easy money has been made, what’s next and should you […]
2024 Capital Markets Mid-Year Recap Written by: The Investment Committee Executive Summary The first half of 2024 was strong, albeit a much more concentrated rally versus the preceding Q4 of ‘23. Fundamentals drove nearly all the performance of the Mega Cap 7 stocks. Particularly for the market’s new AI darling, NVDA. Outside the “Magnificent 7”, […]
If everybody retires, nobody retires What happens when two-thirds of your country’s population is old enough to quit working? When one in five is past age 75? When the average age of the whole population – including students, toddlers and newborn babies – is 50? In Japan, they’re not asking, “What happens?” They’re asking, “What […]
Time for an ‘insur-rection’? Your homeowners insurance premium went up this year. You must’ve seen that coming, though, because this expense has been climbing for quite some time. Sure, inflation has a hand in this, but other factors are driving the cost of rising insurance premiums sharply higher. And it’s not just homeowners insurance. We […]
Can you afford $100k/year healthcare? There’s a scene in 2007’s The Bucket List in which Jack Nicholson’s character, an older man with terminal lung cancer, returns to his hospital room weak and nauseated after a rough chemo treatment. “Somewhere,” he tells his reflection in the mirror, “some lucky guy’s having a heart attack.” Thanks to […]
As we’re sure you’ve heard, the National Association of Realtors recently agreed to a settlement that would lower its agents’ fees. While this will make buying or selling a home marginally less painful, America’s housing market remains a structural cluster bomb. Confining our focus to one aspect of this maddeningly complex system isn’t helpful. Yes, […]
