Maybe youâve seen CNNâs Fear & Greed Indexâthat car dashboard-style dial that swings back and forth with the winds of investor sentiment. These days, thereâs another Fear & Greed Index. This one tracks the only market even crazier than stocks. Cryptocurrencies. Crypto Fear & Greed Index Over Time Alternative.me For the past few years, the… More
Whiskey drinking takes off in Asia. © 2020 Bloomberg Finance LP As the world was kept at home last year, alcohol markets did furiously well. But now that lockdown measures are mostly over normality should prevail, shouldn’t it? Not, it seems, for the rich. “Spirits are on fire right now. They’re really growing at the… More
âWe don’t feel ready to start saving, yet,â said a recent prospective client, âWeâll wait a bit longer until our situation gets more stable.â This couple recently had their first child, still less than a year old. They were also foreign nationals, and uncertain about what their short-term would look like, let alone 15 or… More
getty The latest report from the U.S. Government Accountability Office (GAO) says 41% of 401(k) participants donât believe theyâre paying fees. This shouldnât surprise anyone familiar with the retirement plan environment. âEmployees are busy managing their day-to-day lives and donât regularly review their 401(k) to be aware of 401(k) costs,â says Stuart Robertson, CEO of… More
Donor Advised Funds and Private Foundations are important tools for enhancing charitable giving getty A question we are often asked by individuals looking to create a pool of charitable assets is whether they should establish a private foundation or a donor-advised fund. As with many of lifeâs big questions, it depends. Private foundations (PFs) and… More
Looking at a stock market of china with declining arrows getty Baidu got hit hard this week. So did NIO, NetEase and just about any other China-based stock trading in U.S. markets. Regulatory moves in China, accompanied by government critiques of those earning âexcessively high incomes,â led to further dramatic sell-offs of U.S. listed Chinese… More
Financial Advisors Ask: Is Our Team Better Together or Apart? Future via Getty Images Just like a marriage, the early years of a partnership often reflect the initial values and ideals you shared as a courting couple. Yet people and circumstances evolve over time, so unless you grow together, youâre likely to grow apart. Thereâs… More
Be sure your tax professional is serious about information security. getty Every year since 2015 the IRS Security Summit has held a campaign to raise awareness among taxpayers and tax practitioners of the most common threats to information security. The 2021 campaign just ended and featured information on protecting taxpayers and tax practices from pandemic-related… More
United States Tax Court building in Washington DC Getty The United States Tax Court is one of the most accessible courts in the federal system, maybe even overall. Well here is some good news and bad news about the Tax Court. The bad news is that it is absolutely swamped by a flood of petitions. The good news? Well… More
After reviewing my clientâs benefits package I was puzzled, âSo, Iâm looking through the documents you sent me and it looks like you opted-out of the long-term disability benefits from your employer. Do you have your own policy or can you tell me a little about why you didnât elect this benefit?â âI didnât think… More
Silver and Gold coins. getty A quick look at the ânew 52-week lowsâ list this week shows a surprising number of gold and silver stocks. Well, maybe not all that surprising considering how much the underlying metals have dropped in price. Gold traded briefly at below 1700, down from a June high of 1900. Silver… More
Low angled view of the U.S. Capitol East Facade Front in Washington, DC. getty The U.S. Senate has passed the âBuild America Act of 2021â also known as the bipartisan infrastructure bill, that includes new reporting for cryptocurrency transactions and brokers of cryptocurrency and provides for non-compliance penalties. These new requirements, along with the application of… More
close up shot of a digital stock market tracking graph getty New highs are good. The stocks you own are worth more now. Itâs hard to complain. Why would you want to? What could possibly be wrong with new highs? Well, it would be more convincing in terms of price chart analysis if the volume… More
Young bearded man in glasses showing OK gesture and blinking at camera with overconfidence getty When it comes to making decisions, it’s tempting to think that we are always operating from a place of sound judgment. Itâs those other people who donât know what they are doing, right? Well, as divided as we may be… More
Sometimes problems are best solved from the opposite direction getty âInvert, always invert.â â Carl Jacobi, 19th Century Mathematician A friend of mine whoâs a fan of Charlie Munger recently talked with his son about his goal of making the high school basketball team. My friend asked, âWhat sort of things would you do if… More
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