833-527-2848 
October 15, 2021
As a kid, I loved the original Star Trek with William Shatner and Leonard Nimoy. This week, as Captain Kirk rocketed off into space on Blue Origin at the age of 90, I was wondering if this is…
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Going Public: Year of the IPO
September 29, 2021
As the 3rd Quarter of 2021 comes to a close today, we have a ton to unpack this week. First, it’s an end of an era as Dollar Tree now has to raise prices meaning, the items on their shelves…
Sports Betting and Football
September 15, 2021
Wow, I just got back from my first in person conference in over two years. I attended the National Association of Plan Advisors National Summit in Las Vegas, where I am part of the…
ROBINHOOD IPO: A BUST?
July 31, 2021
Here we go again: wash, rinse, repeat. I really thought we would have been at heard immunity already, as it looked like the economy was wide open. Hopefully the scientists are correct, and…
The Weak Season
August 13,2021
Today is Friday the 13th or Triskaidekaphobia Day. So, why is the number 13 so unlucky? Triskaidekaphobia is the extreme superstition of the number 13. The history states that one of…
Crypto: At a Regulatory Crossroads
August 31,2021
Here in Florida we like to refer to our 3 seasons as Summer, Summer and More Summer. Well, as Summer comes to a close, we have a ton to be thankful for. Number one, over the last few…