Both stocks and bonds continued their downtrend in the third quarter as the S&P 500 and Bloomberg Aggregate Bond Index fell -4.88% and -4.70% respectively. However, October proved to be a promising month as .]equity markets rallied off their lows in the face of speculation regarding the Federal Reserve and surprisingly […]
In a world filled with so much doubt, finding certainty and security in things you can control is a welcome feeling. That sentiment generally comes from having a plan and the plan being well executed, which makes it surprising that only 26% of high net-worth individuals have a full wealth transfer plan in place. […]
Financial markets continued their decline in the second quarter as both stocks and bonds remained volatile. The S&P 500 (equities) realized its worst first-half performance since 1970 (-20.0%) and the Bloomberg Barclays Aggregate Bond Index (fixed income) had its worst start to a year ever (-10.3%)! […]
Cryptocurrency continues to make headlines, just not in the way we have become familiar with in the last year. As volatility in crypto assets has shown no signs of abating, crypto investors looked for other avenues to have exposure to a digital currency that could be more stable… enter Stablecoins. […]
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: […]
If you were one of the 112.3 million viewers of the Super Bowl on Sunday, you more than likely saw at least one of the four crypto related commercials. While some voted Larry David’s “Don’t Miss Out” commercial for FTX as the “best” commercial, others were left confused by the estimated $14 million […]
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 […]
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 […]