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Open enrollment guidance for employees and small business owners
It’s that time of year again that most employees and business owners are entrenched in insurance decisions that are coming due quicker...
Biden's tax agenda for investors
Major implications of Biden’s new “American Families Plan” is targeting households with incomes $400,000 and above. Proposed changes...
Markets shake off gains as the Fed revises rate outlook
Markets gapped lower this Monday morning as the Federal Reserve suggested an early end to bond purchases while also raising their rate...
What will happen when inflation comes and why you shouldn’t buy a new Ferrari
Something very apparent in L.A. is the number of young people driving around in half a million-dollar Ferraris. Maybe this is their...
How to get Tax Free Wealth in Retirement
Nothing is certain but death and taxes, unless you’re a billionaire or if you read the book, Tax-Free Wealth^1. The latest revelations of...
How a falling dollar creates portfolio opportunities
The decline of the US dollar was a surprise to those who thought the strength in the US economy would be reflected in the dollar, as this...
A review of alternative investments to hedge inflation
With the fragility of the stock market and the quick recent rise of interest rates, investors are looking for alternative solutions to...
Stocks are shooting higher for longer
Markets are screaming higher and nothing seems to be in its way. Normally, stocks would take a break after a dramatic run-up. This is no...
The growing of dark money in SPACs and NTFs and a warning to investors
Recent headlines of billions of dollars exchanging hands so far this year thanks to the latest creation in financial ingenuity. SPACs,...
Preparing your portfolio for a pandemic recovery
With 76.9m doses already administered, according to Bloomberg, the case for an economic recovery is gaining momentum. Another notable...
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