Could This Be an Opportunity?
Tax minimization is a key aspect of financial planning, yet reducing capital gains can be particularly challenging due to limited strategies. Recently, Opportunity Zone Investing has emerged as an eff...
19 Okt 202416min
The Eye of the Storm
While much of the United States is dealing with the destruction of two massive hurricanes and the subsequent cleanup, investors may have to prepare for their own storm in the next few months. While no...
12 Okt 202421min
Is Everything Fine?
This week, all attention was on the jobs report, and it delivered some positive news. For the first time in several months, the employment situation is looking up. Investors reacted by snapping up sto...
5 Okt 202422min
When Risky May Not Be Risky
While investing can have several risks, proper asset allocation can help reduce those risks over time. However, many investors have biases which leads to avoiding certain asset classes and heavily wei...
28 Sep 202432min
From Cash to FOMO
After several interest rate hikes by the most aggressive Federal Reserve in history, the cutting began this week. The Federal Reserve cut interest rates by 0.5%, which surprised some. But, some intere...
21 Sep 202422min
You Sold Your Company, Now What?
Selling a company can be a transformative event, particularly in financial terms. In this episode, Karl Eggerss provides valuable insights on the numerous steps involved in such a transaction. Conside...
14 Sep 202423min
It's That Time of Year
As the seasons shift, they bring both positives and negatives. Football enthusiasts, hunters, and fans of cooler weather welcome this change. However, for investors, September has traditionally been c...
7 Sep 202422min
What Does Wine Have to Do with Your Portfolio?
Many wine enthusiasts understand that a wine's flavor can vary from year to year due to various factors, such as the effect of weather on the grapes. Similarly, in the realm of investments, your asset...
31 Aug 202419min
