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Apr 5, 2021

A lot of investors have been celebrating the new record highs on Wall Street.  But CNBC’s Jim Cramer is not one of them.  Cramer says the rallies are not supported by the fundamentals, a condition he describes as being a “frothy” market…what about those of us who have retirement savings in the market – do we...

Mar 16, 2021

Steve talks about if it's okay to invest “a small amount of money” in Bitcoin, or is it just too risky for those of us who are trying to grow our nest egg?

Mar 8, 2021

It's TAX TIME!  Steve discusses what you need to know about the stimulus payment's impact to your taxes!  


Mar 1, 2021

President Biden has repeatedly told us that – unless we earn more than $400,000 a year – he won’t be raising our taxes.  But we know that he’s considering an increase in the capital gains tax. So, if this happens, how do we approach our holdings in stocks? 

Feb 15, 2021

We’ve seen a lot in the news lately about GameStop.  Supposedly, individual traders banded together on social media to somehow manipulate that company’s stock price.  The claim is that these traders are getting rich – and they’re doing it at the expense of hedge fund managers.  Is this a way to make some easy...