The Power of Derivatives: Why Finance Professionals Should Pay Attention

Be More Tortoise – Slow and Steady wins the savings race

Instead of thinking how to get rich quick in 2021, change your mindset and think about what changes to your saving habits you can make that will benefit you in…

Where do the rich store their wealth? A Wealth Consultant explains

While there’s no shortage of information about the lives of the wealthy, one subject that doesn’t get touched on nearly as much is where they store their wealth. Of course,…

Understanding the U.S. COVID-19 Relief Payments

Recently, the U.S. government authorized the relief payments to eligible persons as a result of the COVID-19 pandemic. Eligible persons will receive a check for $1,200 ($2,400 if married), increased…

Staying Engaged in a Movement

Early on in lockdown before Groundhog Day Syndrome had set in and we were still grappling with the full impact of COVID-19, there was a period where I, for one,…

What does Bitcoin mean for your taxes?

There’s no doubt that the explosive growth of Bitcoin and other similar crypto-currencies has been the financial fad of the last few years. With explosive growth in recent years (and…

The voice and messaging of leadership

When we define great leaders, we often under appreciate what it is that makes them so. Of course, we focus on one or two great attributes and achievements which make…

Why Hiring Any Money Manager is Dicey

Investment managers, who were  hiding under rocks since the market bottom in March, took until  August of this year to recognize that a new bull market had started.  MarketWatch published…

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