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Oct 30, 2020

As we wrap up 2020, many are not only happy this year will be over… But thankful to see how well our investment accounts bounced back from the market crash in February!  However, some of the investing gurus say we still haven’t fully recovered from the economic impact of the pandemic that caused the crash. Today Abe...


Oct 21, 2020

People often assume they’re diversified because they own something like an S&P 500 index fund. But all that means is that your stock holdings are diversified – Not your overall portfolio. Abe explains the BIG difference, and how he and the team recently helped a couple become better diversified with...


Oct 14, 2020

After Abe clarifies why you need to revisit the taxes you pay on your portfolio before the end of 2020, we dive into the reality of what to consider when facing a forced early retirement. Yes. We’ve been through economic downturns in this country, but there’s something unusual about this one: Unlike previous...


Oct 8, 2020

One of the biggest news stories has been the claim that over the last 10 years President Trump paid little, or no, taxes. It’s well known that ultra-wealthy Americans have legal ways of reducing the amount they pay in taxes. If you’re part of the middle class and wondering what you’re doing wrong, this episode is...


Oct 1, 2020

We all have our own view of how we’d like to see the election end up in November. Many Americans are nervous about how the results will impact wall street, main street and our taxes. In other words… our entire bottom line! Abe explains how he and the team are helping people make calm proactive decisions, and...