The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good news for consumers. But for savers and taxpayers, this means that the big increases we’ve…
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A Volatile Start to the End of the Year?
September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed higher than last month, at 16.73, up from 15.00. Intramonth,…
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I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?
There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about tax efficient charitable giving, and…
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Should I Invest in Bitcoin ETFs? l GMB Ep 241
Bitcoin ETFs are here! Should you be investing in them? One of our listeners reached out this week to ask whether they’d be a good fit for his retirement account now that he’s back to…
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The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour and US Stock Market Concentration l Ep 239
The Secret Sauce of Buying & Selling Businesses with Jeremy Harbour Our guest on the show this week is Jeremy Harbour. Jeremy has been involved in the M&A market across the globe for decades. He’s…
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Should I Adjust My Withholdings This Year? l Ep 238
We dedicated this week’s episode to another mailbag question from our listeners related to tax withholdings. Here in the U.S., most people set some money aside throughout the year from their income and/or estimated tax…
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Michelle Seiler Tucker on Business Valuations & Interest Rates l Ep 237
Michelle Seiler Tucker is back on the show this week to discuss how higher interest rates have impacted the market climate for business sales. Michelle is the best selling author of Exit Rich and has…
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The Trump Verdict, T+1 Trade Settlement, and Special Purpose Acquisition Companies l Ep 236
This week was relatively slow in market news…..until the Trump verdict came out. Donald Trump was found guilty on all 34 counts brought against him in the hush money trial, which throws more uncertainty into…
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The Three Golden Rules of Investing l Ep 235
The Three Golden Rules of Investing We’ve covered a lot of technical investment concepts on the show over the last couple years. Since it’s sometimes helpful to take a step back and focus on the…
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May Market Commentary – A New POV Takes Hold
April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest…
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