Space: The Final (Investment) Frontier
We are on the dawn of the space economy in 2026. This represents a generational investment opportunity, akin to the early internet era, when initial skepticism gave way to transformative economic growth. Space is poised to be the foundation for a multi-trillion-dollar economy encompassing connectivity, energy, artificial intelligence (AI) computing, and defense into a […]
Adjudication Day: The Supreme Court Tackles Trump’s Tariffs
Adjudication Day President Trump dubbed April 2nd of this year “Liberation Day” when announcing sweeping and dramatic tariff increases. A baseline tariff of 10% was imposed across the board with far higher tariffs implemented for the perceived worst offenders: countries with significant trading surpluses with the U.S. After several legal setbacks, on September 3rd the […]
Santa has a List – so Should Investors
As the end of the year approaches, investors have a unique window of opportunity to enhance their financial plans before the year is done. This includes leveraging strategies that minimize tax obligations, meet regulatory requirements, and maximize investment potential in key areas including tax & regulatory, gifting, retirement contributions, and benefits. Optimizing Tax & […]
Wealth Planning Strategies for Doctors and Lawyers
Despite their high earning potential, doctors and lawyers often grapple with substantial student loan debt, irregular income patterns, and complex tax situations. This article addresses comprehensive financial planning strategies tailored to the distinct needs of doctors and lawyers and covers essential topics such as retirement planning, loan repayment, insurance, and tax optimization. Retirement Planning […]
Choose Your Own Adventure: Cryptocurrencies vs. Central Bank Digital Currencies (CBDCs)
Any child of the 1970s and 1980s remembers getting creative to find things to do in a world before the internet, mobile phones, and endless streaming platforms (there were only four network television stations). One activity to spur the imagination was reading. There was one type of book which particularly captured a dynamic experience where […]
Four Ways to Turbocharge Your Retirement Planning
Many retirement plans exist, but many of the most tax-advantageous options are often underutilized. In addition, most retirement plans fail to offer a wide range of investment options or private investment alternatives to potentially maximize growth and increase diversification. Several plans often overlooked include Solo 401k Plans, Roth IRAs, Qualified Charitable Donations, and Defined […]
Echoes of 1974
Each year brings investors a fresh list of hopes and fears. Often, mainstream financial firms provide guidance that extrapolates linear thinking into the future. We prefer to take a more cyclical view of the world to glean knowledge from patterns in past cycles that rhyme with today. With that in mind, we set our […]
What if This Time is Different?
What if This Time is Different?What if, before the world ever heard of coronavirus, every valuation multiple suggested the U.S. stock market was one of the most expensive in history? What if these valuations assumed – and required – continued economic growth, robust increases in company earnings, and sustained and substantial stock buybacks? What if […]
How GDP Metrics Distort Our View of the Economy
05/15/2015 Christopher P. Casey GDP purports to measure economic activity while largely divorcing itself from the quality, profitability, depth, breadth, improvement, advancement, and rationalization of goods and services provided. For example, even if a ship — built at great expense — cruised without passengers, fished without success, or ferried without cargo; it nevertheless contributed to […]
Should Investors Consider Cryptocurrencies?
Christopher P. Casey This article was originally published by Citywire RIA in March 2021 Absolutely! We have been writing about and advising clients on cryptocurrencies since 2014. Cryptocurrencies possess the breakthrough capabilities of blockchain peer- to-peer technology, namely: digitizing assets for better security, transparency, and transactional efficiency. No matter what the application, the underlying thesis […]