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Wealth Management in Armonk, NY & Dallas, TX

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Topic: Investments

Categories Our Insights Podcast

He Said, She Said – Episode 87 – Stimulus Round 2 – Finally

Congress pushes through a $900 Billion stimulus package. Consensus is that more will be needed. Tesla joins the S&P, the Bitcoin frenzy continues...
Posted on December 23, 2020 December 23, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 86 – Dr. Jill Biden

The market rolls on, DoorDash and AirBnB go public, Tesla analysts see a range of over $1000 on the future of the stock. How about a charity auction f...
Posted on December 16, 2020 December 16, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 85 – Year-End Tax Moves

People think “tax time” occurs in April but it really occurs in December.  Also, learn more about the credit card that pays bitcoin rewards and t...
Posted on December 10, 2020 December 10, 2020
Categories Blog Our Insights

Looking to earn a premium when investing? Look no further.

This year has been a tumultuous year for the stock market.  The S&P 500 was down about 30% at one point this year before quickly bouncing back. ...
Posted on December 7, 2020 December 7, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 84 – Dow 30,000

The Dow hit a big milestone but it lasted all of one day so far.  Revisiting Bitcoin – is it worth a closer look?  Tesla hits new highs and is on...
Posted on December 3, 2020 December 3, 2020
Categories Blog Podcast

He Said, She Said – Episode 80 – Congratulations President???

We only know that our next President will be collecting Social Security over the next 4 years.  A number of states up for grabs the day after the ele...
Posted on November 5, 2020 November 5, 2020
Categories Blog Our Insights

Political Policies and the Stock Market

Election day is approaching, and investors are not only wondering what is next for the country, but also what is next for the markets.  How do politi...
Posted on October 27, 2020 October 27, 2020
Categories Blog Our Insights

What could a Biden or Trump Presidency mean for the stock market?

We are now less than a month away from election day.  The two candidates are polar opposites when it comes to both their personalities and their poli...
Posted on October 6, 2020 October 6, 2020
Categories Our Insights Podcast

He Said, She Said – Episode 74 – Notorious RBG

What does Ruth Bader Ginsburg have to do with money and the economy?  Not much but her passing needs to be noted and her life and legacy set an outst...
Posted on September 23, 2020 September 23, 2020
Categories Blog Our Insights

The Fed Decided to Keep Interest Rates Low – So What?

In his speech on Wednesday, Fed Chairman Jerome Powell vowed to keep interest rates low for several years while the economy continues to recover from...
Posted on September 22, 2020 September 22, 2020
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Recent Blog Posts

  • January 14, 2021He Said, She Said – Episode 89 – Attack on the Capitol
  • January 4, 20212021 Financial Resolutions
  • December 23, 2020He Said, She Said – Episode 87 – Stimulus Round 2 – Finally
  • December 22, 2020Stimulus Part II – What it means for you
  • December 16, 2020He Said, She Said – Episode 86 – Dr. Jill Biden

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Latest Insights

  • He Said, She Said – Episode 89 – Attack on the Capitol January 14, 2021
  • 2021 Financial Resolutions January 4, 2021
  • He Said, She Said – Episode 87 – Stimulus Round 2 – Finally December 23, 2020

 

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Contact Us

New York Office:
200 Business Park Drive, Suite 211
Armonk, NY 10504
(914) 696-5300

Dallas Office:
13155 Noel Road, Suite 830
Dallas, TX 75240
(972) 777-6910


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