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5 Things you Need to Know About Elon Musk Buying Twitter

5 Things you Need to Know About Elon Musk Buying Twitter

The whole world is buzzing, or tweeting, about Twitter as the recent news that Tesla CEO Elon Musk tendered a $44 Billion offer to buy the company, and the board of directors accepted the offer. So what happened, what happens next, and what happens to shareholders? First, let’s define a few key terms: […]

Going for Gold: Preparing to go Down the Hill

Going for Gold: Preparing to go Down the Hill

Just as an Olympic skier wants to set themselves up for a race downhill, we want to prepare our clients for large downward moves in the market. A skier must consider all of the factors and “risks” that are going against them in a race, such as the wind, winding turns, and the mountain’s conditions […]

Understanding Bitcoin ETFs

Understanding Bitcoin ETFs

Since we last looked at Bitcoin a lot has changed. Several of the potential bear cases we discussed (such as attempted government regulation and concern over the amount of energy used while mining) came to pass, and the price of bitcoin fell substantially. However, the price of Bitcoin[…]

3 Things that Spooked the Market Last Quarter

3 Things that Spooked the Market Last Quarter

While investors were treated to new all-time highs in the S&P 500 once again in the third quarter, tricks were still present, enough to wipe out most of the gains in the market by quarter end. Here are some of the things that we saw spook the market: 1) Corporate Earnings Concern […]

Ethereum Part I: An Introduction

Ethereum Part I: An Introduction

In this installment of “Understanding the Crypto Craze” we will focus on Ethereum. Ethereum is the second largest cryptocurrency behind Bitcoin. The digital currency had been on quite a run, hitting a record above $4,000 in early May before experiencing significant volatility in the past week. Let’s begin by taking a look at the basics […]

New Year, New Storylines

New Year, New Storylines

While we were all glad to put 2020 behind us, 2021 has proven to be full of surprises as well. By the end of the quarter, we found ourselves in a much different place we did at the end of 2020. The major trend changes experienced during the first quarter were the main […]

Is Your Portfolio Ready for the Masters?

Is Your Portfolio Ready for the Masters?

Did you know that if your portfolio misses a putt by this much, it could cost you over $20,000 a year? It is that time of year again at Augusta National and to win the Masters, a golfer needs to be at the top of his game, having made all the necessary preparations.[…]