The Golden Age of Fraud is Upon Us
"If Charles Ponzi were alive today, I have no doubt that he would be able to raise capital from investors, probably in the form of a SPAC. Many investors would laud him for being a genius as he bilked...
29 Apr 20215min
The Case For a Having a Fun Portfolio
"The beauty of a small allocation to a fun bucket within your portfolio is it allows you to scratch an itch, therefore leaving the rest of your portfolio alone." - Ben Carlson For more visit: A Wealth...
29 Apr 20215min
The Greatest Story Ever Told
"How could there be value created from ‘mining’ digits on a computer? Then again, how did paper currency derive value? The value lies in our collective belief and agreement in that value." - Blair duQ...
22 Apr 20215min
New Wealth Comes Along With New Emotions
"The nature of wealth seems to be changing. Not only is wealth inequality higher than in the past. The acquisition of wealth seems to be occurring at a more rapid pace. The idea of the 'millionaire ne...
21 Apr 20215min
Accessing Losses via Direct Indexing
"Herein lies the huge advantage of direct indexing over ETFs and Mutual Funds: Accessing losers that would otherwise net out to zero." - Barry Ritholtz For more visit: The Big Picture For disclosure i...
16 Apr 202115min
Banks Make A Lot of Money When the Fed + Treasury Outlaw Losses
"It’s a bonanza. Retail bankruptcies didn’t show up. Corporate bankruptcies didn’t show up. Lots of stuff got worked out and renegotiated with the ubiquitous grease of easy money on slathered atop eve...
14 Apr 20214min
Leveraging Gifts with Life Insurance
"If done correctly, the life insurance policy pays out a death benefit that is tax free to their children and passes outside of the estate, avoiding estate tax as well. At no out of pocket expense, th...
13 Apr 20216min
Smart Tickets: Creators Capturing Secondary Market Sales
"Bands used to tour to promote their albums, which was how they monetized their created works. Now, they put out an album so they can tour, which is where most of the monetization is today. If they co...
8 Apr 202110min
