Bitcoin is a top ten "currency". Gold outperformed the S&P 500 over the past 5 years. The Japanese Yen is at all-time lows versus the dollar. 20% of US households are planning to travel abroad over the next 6 months. After interest rates rose from 0% to 5%, asset markets have produced some surprising results. Tune in to our Q1 2024 market review to learn more ..read more

Podcast guest, Aviram Benito, CPA, founder of AB & Associates, shares helpful tax tips. Topics covered include: passive income versus ordinary income; AB 150 - the SALT limitation workaround; tax considerations when operating short term rentals on Airbnb; and the California 2022  tax extension. If you do not learn anything on this podcast, were you listening? But seriously, if you have an additional tax question, send an inquiry to info@mk-am.com and we'll ask Aviram when he joins us again on our podcast in the near future.  ..read more

There are 900-million self-serving results in Google illustrating market returns IF the 10 BEST performing days in the market over the past 30 years are carved out. We were curious to take a more complete view and also carve out the 10 WORST performing days over the same time period and look at the results. You may find the results illuminating!  ..read more

An extremely anomalous 15 year period in financial markets has ended. A new one, equally as strange, has begun.   Podcast Video Link: https://youtu.be/XLmh8A59MGE  ..read more

The stock market offers the highest returns. It also comes with the greatest volatility. Trend following can smooth the ride. This is especially important for investors making portfolio withdrawals. In this podcast we explain how it works and who it’s most useful for ..read more

In our Q3 markets review, we discuss asset markets finally falling as investors wake up to the reality of the Federal Funds rising from a decade of zero. The good news: stock and bond returns from here have improved.  ..read more

Join us and our guide, Jordan Fruchtman, on a tour through modern philanthropy. We discuss: how to find the cause you care most about; how to select the right organization; and how to maximize your impact. And, we learn how the ultimate benefactor of your charity is you ..read more

As the Federal Reserve raised interest rates, the yield curve inverted. What does this imply about the economy in the future? Tune in to find out.  ..read more

Markets adjust as the Fed raises interest rates to try and cool the hottest inflation since the 1970’s ..read more

Bond yields are rising as investors prepare for the Federal Reserve to unwind their emergency Covid-19 stimulus. What will the impact be on the stock market and housing? Tune in to find out ..read more