Latest Posts

Trusts: A Flexible, Multipurpose Planning Tool

by Chad Hassinger on Mar 9, 2021

Finance, Trust Services

Trusts: A Flexible, Multipurpose Planning Tool

Do you need a trust? Before you say "no," take some time to learn more about some of the things a trust can do for you. A trust is simply a legal arrangement under which you transfer assets to a trustee's care. The trustee then holds and manages those assets for the benefit of one or more beneficiaries...

Covered Calls

by Chad Hassinger on Mar 9, 2021

Finance

Covered Calls

A covered call is an option strategy designed to manage risk and help investors earn additional income on securities that they already own. The strategy involves an investor holding or buying a stock and simultaneously selling (writing) a call option on that same stock at a strike price above the stock's current price...

Can't Stop, Won't Stop, GameStop. Breaking down the ongoing short squeeze saga between retail investors and hedge funds

by Chad Hassinger on Jan 29, 2021

Finance

Can’t Stop, Won’t Stop, GameStop. Breaking down the ongoing short squeeze saga between retail investors and hedge funds

The financial world has been watching in awe over the last couple of days as a group of retail investors have collaborated to drive the price of GameStop’s stock ($GME) up a staggering 1,915% so far year-to-date. The group of at-home traders found each other on a social media platform known as Reddit, where they communicate within in a chat room titled “WallStreetBets”...

How To Cut Your Taxes, And Boost Your Dividends, Like The 1%

by Chad Hassinger on Jan 28, 2021

Finance, Tax Planning, Estate Planning

How To Cut Your Taxes, And Boost Your Dividends, Like The 1%

Now that the Democrats control the House, Senate and the White House, you’re probably wondering what the new administration means for your tax bill—and your portfolio. There’s good news here, and it comes in two parts: first, the tax hit likely won’t be as much as you think (if you notice it at all!). And second, Biden’s tax plan has quietly boosted the municipal-bond market, where there are scores of tax-free dividends waiting for us...

Higher Inflation Could Be Ahead. Should We Be Worried?

by Chad Hassinger on Jan 28, 2021

Finance, Estate Planning, Tax Planning

Higher Inflation Could Be Ahead. Should We Be Worried?

The warnings that higher inflation lurks around the corner are starting to show up everywhere. They are appearing in some business surveys, with companies looking to raise prices as they prepare for a post-pandemic economy. They are showing up in the bond market, where price moves in the last few months...

Will the IPO bonanza last?

by Chad Hassinger on Dec 17, 2020

Finance, Lifestyle, Estate Planning

Will the IPO bonanza last?

For over a decade many people in finance have worried about the decline of the public company. Big firms were shrinking their capital bases by buying back shares. And fast-growing firms, including several hundred tech “unicorns”—startups worth over $1bn—chose to remain in private hands rather than bother with an initial public offering (ipo)...

The pandemic could give way to an era of rapid productivity growth

by Chad Hassinger on Dec 17, 2020

Finance, Lifestyle, Estate Planning

The pandemic could give way to an era of rapid productivity growth

THE PROSPECTS for a productivity resurgence may seem grim. After all, the past decade has featured plenty of technological fatalism: in 2013 Peter Thiel, a venture capitalist, mused of the technological advances of the moment that “we wanted flying cars, instead we got 140 characters”. Robert Gordon, of Northwestern University, has echoed this sentiment...

Emerging Markets: Why Now Is The Time To Send Your Dollars On Holiday

by Chad Hassinger on Dec 17, 2020

Finance, Lifestyle, Estate Planning

Emerging Markets: Why Now Is The Time To Send Your Dollars On Holiday

Congress looks set to spend another $900 billion in pandemic relief. There’s an investment play in that now and over the next year, at least. Right now, US stock markets are trading at extreme prices, and because of the out-performance of a very narrow band of tech superstars US markets are near the very top of global asset valuations...