Howard Marks-Coming into Focus

In Howard Marks’s (cofounder of the $124 billion asset management firm, Oaktree Capital) latest memo, “Coming Into Focus,” he provides his analysis... 

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Pre-IPOs Versus IPOs: What You Need To Know

The savvy investor makes sure to understand all the tools at their disposal. However, once you get outside the standard stocks and bonds, financial instruments tend to get more complicated. It’s important to understand how they work, as well as the... Read More

How Big Is The 2020 Stock Market Crash? Let’s Find Out

On February 12th, 2020, the stock market reached all-time highs. The Dow Jones Industrial (DJI) sat at a lofty 29,551.42 by market close. Analysts were convinced we were about to break 30,000 for the first time in history, extending the already-historic... Read More

How to Manage Risks in Your Portfolio During A Recession

The chance of a US recession in 2020 was about 20% when the year started. According to Bloomberg, that chance has increased to 100% since the coronavirus outbreak began rocking world markets. Furthermore, Morgan Stanley and Goldman Sachs believe we’re... Read More

5 Do’s And Don’ts To Consider During A Bear Market

Market corrections can be nerve-wrecking. The recent nosedive in stock indices makes investors feel as though they’re losing too much too fast. And because it’s not easy to predict when the pain will end, nervous investors will try to cut their losses... Read More

Role Models: Elon Musk

By: Russ Zalatimo   Role Models: Elon Musk   Role Models is a series dedicated to those individuals who are pushing their passions forward in the world of business and beyond. From well-known figures to everyday success stories, we will highlight... Read More

Role Models: David F. Swensen

By: Russ Zalatimo    Role Models: David F. Swensen Role Models is a series dedicated to those individuals who are pushing their passions forward in the world of business and beyond. From well-known figures to everyday success stories, we will highlight... Read More

Can A 1031 Tax Exchange Save You Money?

For many, tax season has come and gone, yet if you’re a business owner or investor you may have extended your filing and/or information reporting to later in the year. The process for reporting any type of income (especially capital gains) can be daunting,... Read More