The case for assuming a mortgage, Rate Hack!.In this new rate environment, the housing market, particularly through the mortgage market has been affected quite dramatically. But…Feb 27Feb 27
Why the coming face-off between the Petro-Dollar and Petro-Yuan?Many are asking about the recent news around strengthening relations between Saudi Arabia, China and Russia. Candidly, geopolitics around…Jun 20, 2023Jun 20, 2023
Silicon Valley Bank meet B&L in Bedford FallsSilicon Valley Banks sudden takeover by the regulators brings memories of 2008 but this collapse is more like “It’s A Wonderful Life’s…Mar 11, 2023Mar 11, 2023
Who are you going to call? Ghostbusters!All kidding aside but when I see all these crypto plays “Defi”ing gravity I really don’t know who to call. Is there something paranormal…Nov 24, 2021Nov 24, 2021
Meet SPAC, IPO’s little sibling…Everyone knows the story of the two siblings, where one is the perfect example of success, the “try hard” varsity athlete, straight A’s…Oct 8, 2021Oct 8, 2021
Asset allocation starts with Attitude allocationA positive attitude goes a long way in successful investing, if you can manage your attitude then asset allocation does the restJun 22, 20211Jun 22, 20211
What is Bitcoin? It’s FOMO (Fear of Missing Out)I find that this question is coming up a bit these days, especially with friends and family. One finds oneself wondering if this is that…May 19, 2021May 19, 2021
Orange County Financial Advisor’s Best Investment: An Olympic AthleteHow Supporting An Olympian Can Inspire High School Girls NationwideAug 20, 2020Aug 20, 2020
Investors beware there are no “free lunches” there’s just “lunch or no lunch”As a young kid, my parents reminded me many times that there were “no free lunches” and that nothing in life was just given to you. You had…Jul 29, 2020Jul 29, 2020
Market Volatility misunderstood…why we worry about volatility but not about gravity.Volatility is normal and needed when investing long termJun 18, 2020Jun 18, 2020
