Wednesday, March 27, 2024

Monthly Archives: June, 2022

Mid Year 2022 Portfolio Review

Investing is a humbling endeavor.  For the first half of 2022, my personal account is down -27.26% versus the S&P 500 being down...

FirstFT: Xi leaves mainland to usher in Hong Kong’s ‘new era’

Good morning. This article is an on-site version of our FirstFT newsletter. Sign up to our Asia, Europe/Africa or Americas edition to get...

India’s Urban Unemployment Crisis – The Diplomat

Pacific Money | Economy | South Asia...

Telling Your Brand Story . . . for the First Time

If you’re thinking about going independent or are ready to make the leap, there are a few important (and exciting!) steps to consider...

State-Level GDP in the First Quarter of 2022

Real gross domestic product (GDP) decreased in 46 states and the District of Columbia in the first quarter of 2022. New Hampshire, Vermont, Massachusetts,...

6 Best Net Worth Trackers in 2022

Many people don’t keep track of what their net worth is. However, doing so can make a big difference in whether or not...

How to trade crypto in bull and bear markets

The severity and duration of price drops vary widely, which can be incredibly stressful for investors—if they don’t have a plan in place....

“Ordinary & Necessary”: Understanding IRS Code 162

Many of my clients operate businesses. They’ve learned the expensive way...

Student Loan Forgiveness Will Benefit Some But Leaves Others Hesitant

On June 23rd, 2022, the Biden Administration signed off on the latest round of student loan forgiveness. With this latest ruling, almost 150,000...
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