Digital infrastructure is all around us, but most people don’t realize it. It is a high growth industry and is one of the asset classes that can be found in the alternative investment space. As technology becomes faster and more demanding there needs to be infrastructure to support it: physical…

When you gift an investment to someone, no gains are realized and your original cost basis is also given to the recipient. In this way, the large unrealized gain of a security can be moved from your tax rate to the tax rate of your recipient. Gifting appreciated stock to…

REITs, once the popular choice of many, are among the worst looking investments lately for those who go by price. More than 30 hit the list of “new lows” on the New York Stock Exchange today as key benchmark ETFs for the sector dropped down to new 52-week lows. The…

The reporting period kicks into overdrive this week with the busiest week of the earnings season. 162 S&P 500 companies are scheduled to report this week after 55 last week. Earnings were disappointing this week, but the real story was the continued march higher of the 10-year Treasury yield. Under…

The major tech and social media components of the Nasdaq-100 got dumped this week as investors grappled with the meaning of even higher Treasury yields and the increasing price of oil. The sense that the stickiness of inflation may continue to stick is an unsettling factor for the actively traded…

Heading into 2023, there was near-unanimous consensus from Wall Street that the US economy would veer into a recession. Yet throughout the year, US GDP has only strengthened thanks to persistently strong consumer spending. Consumers spent freely coming off the pandemic, as expected. What has surprised economists and Wall Street…

Making purchases naturally produces dopamine and can bring you some temporary good feelings – and for some people that has an addictive component where they have the need to compulsively buy in order to keep the good feelings flowing. Sometimes, people buy mindlessly or without regard to their financial situation…

A recent report by the New York Times reveals that two LeBron James trading cards have an estimated value of up to $7 million. Just imagine stumbling upon one of these cards and making such a lucrative sale! However, it’s crucial to consider the tax implications when selling collectibles like…

Thirty-six years ago, something so unlikely happened that it was basically impossible: The Dow Jones Industrial Average plunged nearly 23 percent in a single day. Before Monday, October 19, 1987 (now known as Black Monday), such a massive drop in the market wasn’t considered possible because statistics put such a…

Confusing investors everywhere, one mutual fund may have multiple share class offerings. Multiple versions of a share class are often used to differentiate between the types of fees that the fund carries. In the commission-based world, those include front-end fees, back-end feeds, sales charges, 12b-1 fees, and more. Other share…