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Key Tax Deductions for Business Owners

Tax season is here. And by now you should have most of the documents you need to start preparing your 2016 tax returns. Business owners and individuals can yield significant tax savings with the proper planning. Invest 3 minutes and… Read Now >>

What I Learned About Investing at 12 Years Old

May 30, 2018

When I was 12 years old I participated in the first school-sponsored stock market game throughout the country. Our team was given a fictitious $100,000 and we had 10 weeks to invest the money. We competed against hundreds of other… Read Now >>

How The Great Recession Impacted Me

May 30, 2018

In 2007 I was working for one of the largest and most successful hedge funds. I was entrusted to help manage money for large institutional clients and pension funds. If I did well, the clients did well, the firm did… Read Now >>

My Life Completely Changed 30 Years Ago

May 30, 2018

30 years ago my life completely changed, but I didn’t know it yet. My grandfather built and sold a business for a very nice nest egg. He and my grandmother were set for life when he sold his business…or so… Read Now >>

How To Retire in 10 Years

May 30, 2018

How can you retire and become financially independent in ten years? When we talk about early retirement, most people think that to do this requires incredible investing skills…but that is not the primary determining factor. Granted, investing is very important,… Read Now >>

Matt on The Market Whisperer Podcast by Douglas Elliman

May 30, 2018

Our Founder, Matt Rinkey, was a recent guest on The Market Whisperer Podcast hosted by Dave Werth and Peter Hernandez of Douglas Elliman, the nations 3rd largest real estate brokerage firm. On this episode they discuss: How the Financial Markets… Read Now >>

Saving for Education in a Strategic Way

May 9, 2018

By Anakaren Godinez Saving for education has always been a popular topic in our office for parents and grandparents alike. 529 plans often come up in the conversation regarding saving for college. For those you that don’t know, a 529… Read Now >>

What You Need To Know About the Current Investment Environment

April 11, 2018

In this video, we discuss: • What The Valuations of Major Asset Classes Say About Future Investment Returns • How to Manage Through A Market Correction • Several Risk Management Measures You Can Take For Your Financial Health & Wealth

Why You Should Consider Starting a Business in 2018: And What You Need to Know

March 15, 2018

Written by Norman Mangina If you’ve been thinking about starting your own business, now might be a good time to start one. With the Tax Cuts and Jobs Act passed in December 2017, Congress made owning a business more appealing.… Read Now >>

The Cliffs Notes Version of Warren Buffett’s Annual Letter to Shareholders

March 7, 2018

Every year I read Warren Buffett’s Annual Letter to the Berkshire Hathaway Shareholders. It’s part of my “continuing education” so to speak. It was released this past weekend. There are so many valuable lessons for all of us as investors,… Read Now >>

Smart Investors Embrace Corrections

February 8, 2018

By now, you have probably seen the headlines…The Dow Jones had its largest single day point drop in history. We need to make sure you have historical context of market declines as the media is going to do its best… Read Now >>