Dec 21, 2023
Too many stats available to throw Mr. Treasuries under the bus. Jay’s tax nightmare wasn’t so bad after all, the market keeps rolling and your social security is probably taxable. Plus..Robinhood poaching clients with significant assets and the dangers of Buy Now Pay Later plans. Plus plus the cars doctors drive.
Dec 12, 2023
A record setting contract with some interesting terms, private equity buying up neighborhoods, issues with the IRS and a checklist to close out the year.
Dec 7, 2023
Not our advice but apparently a popular book. Also not advising anyone to read it. November was fantastic across the board, repair costs for that EV might shock you, and weight loss drugs are the hottest thing going. Plus a sad farewell to Charlie Munger.
Nov 28, 2023
Sam Altman gets fired and rehired in days. CZ from Binance agrees to jail time, IBM changes their 401(k) match…again, and Dave Ramsey says you can withdraw 8% of your assets per year. We think he’s a fool. Plus, employees are making more money, getting more paid time off and have a more flexible schedule. It only...
Nov 15, 2023
That would be the client going all in on treasuries. Inflation is down and the market is up. For the year, the market has soared (see the Nasdaq) while the market has gone nowhere (see the Dow). SBF found guilty on all counts. Cheryl explains why she will never touch Medicare Advantage, beware of free dinners thanks...