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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 […]

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[…]

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 […]

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 […]

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 […]

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.[…]

There has been a lot of talk about Bitcoin and other digital currencies in the news recently. Prices have skyrocketed and many investors are asking, “is there a place in my portfolio for these new currencies?” In this blog we will answer some basic questions about the most well-known digital currency, Bitcoin. What is Bitcoin? […]

The year 2020 and “unprecedented” have gone hand in hand for the past year now, and with good reason. The entire world has had to deal with new obstacles and challenges in every aspect of daily life. This contributed to the major disparity between main street and wall street […]

You might be wondering how GameStop, a struggling icon of 2000’s malls best known for driving hard bargains with teenagers over the price of used video games, has become the center of the investment universe. You are not alone. On January 4, 2021 a single share of GameStop was worth $17.25 and […]

Netflix has another mega hit on its hands with the recent release of The Queen’s Gambit, which is now the streaming service’s most-watched scripted limited series to date with 62 million views in the first month. The show follows chess prodigy Beth Harman on her journey to become the world’s best chess player. […]

With a new year on the horizon, the IRS has released the inflation-adjusted retirement savings limits for 2021. While many of the limits remain unchanged, there are a few updated figures to take note of. 401(k)/ 403(b) Plans The annual contribution limit remains unchanged at $19,500. The catch-up amount of those

The year 2020 has been anything but normal and most everyone will be happy to see it go. Now we are 2 short months away from 2021 and the stage is set to resolve some of the year’s biggest unknowns (positively or negatively) in the coming weeks. Each of these storylines has the potential […]

The CARES Act was passed back in late March to provide economic relief during the Coronavirus pandemic. An important piece of the initial legislation was the waiver of required minimum distributions (RMD) for 2020. The initial legislation did not include relief for those who had already taken a portion or the full RMD prior to […]

Though we are still in the midst of the COVID-19 pandemic, financial markets are now in a much different place than they were just three months ago. After one of the sharpest declines in U.S. stock market history, the S&P 500 rallied in the second quarter. As states began to reopen […]

As Coronavirus spread through the United States, what should have been the spring semester for college students was suddenly upended. In many cases students were told to pack up and leave as campuses were closed, and in nearly every college, classes were either canceled or moved online. The world really turned upside […]

We know that COVID-19 has taken an unprecedented toll on the economy and has investors asking “what now?” Thankfully, Michael Little was featured on Gross Mendelsohn’s latest episode of What Now to talk through some of the biggest questions investors have. Michael talks through the short and long term impact on the economy[…]

Our government, local leaders, businesses, and Americans across the country now face a very difficult pandemic paradox: the better we manage to contain the coronavirus pandemic, the greater the devastation to the economy. To date, choosing to save lives has been a top priority for most governors; however, rising resistance to the shutdowns and […]

The reality of COVID-19 is forcing us to face those “what if” situations most are reluctant to think about, let alone plan for. Estate planning, while it can be a difficult topic, is one that needs to be dealt with in order to leave your loved ones in a constructive space upon your incapacitation or demise. […]

The Coronavirus Aid, Relief, and Economic Security, known as the CARES Act, was signed into law on Friday, March 27, 2020 and has several provisions that relate to your retirement accounts. Below are 3 highlights and how they can impact your retirement accounts. RMDs are Suspended for 2020 The required minimum […]

Yesterday the Federal Reserve cut the federal funds rate by .50%, bringing it to a range of 1-1.25%. This was done in an effort to stay ahead of the potential disruptions and economic slow-down created by the Coronavirus (COVID-19). While the virus has had a mostly negative impact on the stock market […]

By now we have all seen the headlines and disturbing images associated with the Coronavirus. There are previously bustling cities that have been turned into ghost towns, hundreds of individuals quarantined on cruise ships for weeks, and thousands of families experiencing heartbreaking loss. […]

The start of a new year is often a time for reflection. When we take the time to look back on the happenings during the past 12 months, we are reminded of all that can change in a year. The start of 2019 looked fairly dismal with 3 main themes playing out in the market […]

The new year is often a time when people make resolutions about their finances. Typically these resolutions are about saving more, cutting costs, and developing a plan to reach your financial goals. These resolutions might leave you asking “is it time to engage a financial […]