Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants—especially the […]
Remember 2020…things still act the same no matter what year. Buy things out of favor. Trust the past and don’t be too quick to change and chase the trend. Work harder at the short end of the income curve. Saving and accumulating is one thing – spending and decumulating are […]
The top line in test results took a big dip off a really straight upward trajectory. Deaths per positive test remain low compared to the early months. The timeline for the vaccine is record setting and of some note is the fact that while two vaccines are approved, one of […]
The past year has been transformational for Bitcoin and the crypto asset market. Markets are up 80%+, large institutions are starting to invest, and major companies like PayPal and Microstrategy are embracing the space in significant ways. Just recently, JP Morgan analysts said bitcoin could easily double in price if […]
It Doesn’t Matter Who Wins The Election – Higher Taxes Are Expected, So Get Ready. Every four years when the U.S. presidential election approaches, Americans must think about the vast implications of the potential presidential outcome. With the economy struggling to stay afloat during the pandemic, candidates’ proposed tax policies […]
Key takeaways from the Covid Update this week (above)… * Every region of the country is taking a turn with a pattern of high daily reported cases. The Midwest is now taking their turn as the leader.* Daily reported positives as a percent of the total tests have moved back […]
The MarketsLast week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of an October surprise. President Trump has the coronavirusOn Friday Americans awoke to the news President Trump had contracted COVID-19. Financial markets responded with relative equanimity. After a brief sell-off […]
Once again there is news from the fear reduction department at 360 Family Office. Two things that stood out this week…the CDC says that for each positive test reported – between 6 and 14 people are also positive. Their best guess is around 23% of the US has already been […]
The presidential election is around 60 days from now and several clients have asked – is this an issue they should be concerned with? My first impulse is to remember – the markets are random and there is no way to forecast what they do. WIth that in mind…a few thoughts and […]
When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood […]
