Blog
My Thoughts For Today - WHY IS THE MARKET CORRECTING?
After a spectacular rise this year for the major equity indexes, we have experienced a correction in August. This begs the question: Why? I have several theories, which I believe have all contributed in some part to the August pullback...
Read MoreEverything & Everyone Underperforms Eventually
Happy end of summer! The rise in interest rates has led to a slaughter in long-term U.S. Treasuries. Even when we include the income earned on the bonds (which hasn’t been much in recent years), TLT is in the midst of a 40%+...
Read MoreMy Thoughts for Today - Roller Coaster Ride
Life, as is the market, is a roller coaster ride. We focus on the market here of course and ride the ups and downs. Although you won't ever catch me on a roller coaster ride at this stage of my life, you will see that me ride the...
Read MoreRich Person's Roth IRA
Happy 4th of July.Roth IRAA Roth IRA is one of the best ways to minimize taxes. Many people earn too much to qualify for a Roth IRA. Not long ago, an alternative for high earners to minimize taxes while maximizing income...
Read MoreWhy the Fed wasn't as hawkish as you think
The Federal Reserve (Fed) didn’t raise rates in June, leaving the Federal Funds rate in the 5-5.25% range. This was the first meeting in which they held back ever since they started raising rates back in March 2022.However, the...
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My Thoughts For Today - This isn't 2000 again
MY Thoughts FOR TODAY, JUNE 12, 2023: This isn't 2000 againJune 13, 2023Last year, growth stocks got hit hard and plummeted due to rising inflation and interest rates. While we expected a pullback, the rapidity and magnitude of the...
Read MoreSovereign Fund IV Early Investor Bonus Available Now
Good afternoon! We look forward to our continued partnership with Sovereign Partners and the addition of Sovereign Fund IV to the platform. The first $20M raised in this offering qualifies for additional shares under the Early...
Read MoreQuick Note
Hi Everyone,Hope you're well and ready to have a fabulous summer. I wanted to put out an interesting quick note and chart (link) regarding the current market. Another potential positive for June? Years that gain >5% in Jan (like...
Read More1031 Exchange via ExchangeRight
Real estate investors could consider this as a useful tool in real estate transactions to mitigate their capital gains tax bill.ExchangeRight
Read MoreMy Thoughts
The Debt Talks on Capitol Hill is the topic of today's discussion. Each party points their fingers at each other, but we all know at the end of the day, an agreement will be reached.Here is what we know so far. The Republican...
Read MorePremium Finance Life Insurance for Real Estate Investors
Premium Financing can be a very useful tool for high net worth clients who have an estate tax issue, want to leave a legacy, or are concerned about tax rates rising over time. Most high net worth clients like the idea of...
Read MoreKingswood Elite Conference Recap
I just attended the Kingswood Elite Conference in Puerto Rico and wanted to provide everyone with a recap of interesting products to consider. These conferences are great to learn about new trends in the alternative investment world...
Read MoreKingswood Named to the USA Today List of Best Financial Advisory Firms 2023
Kingswood Named to the USA Today List of Best Financial Advisory Firms 2023 We are thrilled and honored to be named to the inaugural USA Today list of Best Financial Advisory Firms. Compiled by Statista for USA Today, the...
Read MoreThoughts for Today
THOUGHTS FOR TODAY, MARCH 13, 2023: WHAT TO KNOW ABOUT THE SILICON VALLEY BANK COLLAPSEOn Thursday, the markets appeared to be performing well, until two events unfolded. The first was the introduction by the White House for a new...
Read MoreThoughts for Today
We have a busy economic calendar these next two weeks – both data releases, testimony and an FOMC decision.Let’s begin with a review of the first two months of this year. January and the early part of February began on...
Read MoreThoughts for today
January 30, 2023 I often say that when it comes to investing you have to swing at the pitches that are being thrown at you. Using baseball as a metaphor, when you step up to bat you don’t know if the pitcher will throw you a...
Read MoreThoughts for 2023
THOUGHTS FOR 2023 RICHARD SIMINOUSIMINOU WEALTH MANAGEMENTKINGSWOOD U.S. January 13, 2023 2022 was without a doubt a horrible year for the financial markets. For the markets, Growth / Tech stocks got hit hard. The...
Read MoreArt: Passion or investment?
Hirschberg Harounian Art Advisory says “both” I’m often asked by my clients about art. A passion where my fiscal knowledge runs a little ahead of my aesthetic appreciation. I spoke to Lexi Harounian and Julia Hirschberg, co-founders...
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