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Berkshire Hathaway’s Nearly $200 Billion Cash Mystery

Once upon a time in the bustling world of finance, there lived a legendary...


US Olympic Basketball Team: How Do They Relate to Investing?

In both basketball and investing, success hinges on strategic decision-making, diversification, and adaptability. I...


When Money Markets Outperformed the S&P 500?

Hey there, savvy investors! Today, we're stepping back in time to the funky '70s,...


Are Financial Advisors Worth It?

When I took my first job as a financial advisor, I thought they knew...


Costliest Mistakes Middle Class Boomers Make

Hey there, boomers! Let's talk about some common financial blunders that might be holding...


Understanding the Evolution of U.S. Debt

In the annals of history, the birth of a nation often entails significant sacrifices,...


Tracy Chapman’s “Fast Car”: A Testament to the Power of Musical Assets and Financial Protection

In the vast realm of music history, certain songs stand as monuments, not just...


Stock Market Resiliency

In recent discussions, the spotlight has been on the remarkable resilience of the stock...


Navigating Stock Market Declines and Fed Rate Cuts

As a wealth manager, I understand the concerns surrounding the recent stock market decline...


What’s the Outlook for the Stock Market in 2024?

Economic Predictions: Hits, Misses, and a Glimpse into 2024 Wharton professor Jeremy Siegel’s crystal ball...


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