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I am a wealth manager. I help people build it, protect it, and grow it. But after decades in this business, I have come to a conclusion that would make most of Wall Street very uncomfortable: the balance sheet is not the whole story.
The Social Security trustees just confirmed what I’ve been saying for years. The shortfall is now projected to hit in late 2032, one full year earlier than their previous estimate, and a 22% benefit cut is on the table if Congress does nothing.
Oil and gas executives are sounding alarms at the White House, and fuel inventories are falling to critical lows. Here is what this means for your wallet this summer and why you need to pay attention right now.
Everyone is buzzing about SpaceX going public and the wave of IPOs hitting the market. Before you get swept up in the excitement, let me walk you through what I saw firsthand working in investment banking and what the actual historical numbers say about IPO performance.
Everyone is buzzing about SpaceX going public and the wave of IPOs hitting the market. Before you get swept up in the excitement, let me walk you through what I saw firsthand working in investment banking and what the actual historical numbers say about IPO performance.
Everyone is buzzing about SpaceX going public and the wave of IPOs hitting the market. Before you get swept up in the excitement, let me walk you through what I saw firsthand working in investment banking and what the actual historical numbers say about IPO performance.
Every con artist, Ponzi schemer, and boiler room operator shares one skill above all others. They find your greed button and they press it.
When markets sell off and the phones start ringing, I see the same thing over and over again. Investors letting their emotions do the trading for them, and it costs them a fortune.
