Money @ Mulholland & Kuperstock Asset Management

Stocks are at all time highs. Bonds are bouncing around. We will have a new President next month. And a new Treasury Secretary has been nominated. Curious how to invest amidst all these developments? Tune in to find out.

Designed to build $3.5M in wealth over 10 years, cash balance plans are 10X 401K's allowing participants to make tax deductible contributions of hundreds of thousands of dollars per year. Interested to cut your tax bill in half? Just push play.

Bitcoin is a top ten "currency". Gold outperformed the S&P 500 over the past 5 years. The Japanese Yen is at all-time lows versus the dollar. 20% of US households are planning to travel abroad over the next 6 months. After interest rates rose from 0% to 5%, asset markets have produced some surprising results. Tune in to our Q1 2024 market review to learn more.

Podcast guest, Aviram Benito, CPA, founder of AB & Associates, shares helpful tax tips. Topics covered include: passive income versus ordinary income; AB 150 - the SALT limitation workaround; tax considerations when operating short term rentals on Airbnb; and the California 2022  tax extension. If you do not learn anything on this podcast, were you listening? But seriously, if you have an additional tax question, send an inquiry to info@mk-am.com and we'll ask Aviram when he joins us again on our podcast in the near future. 

There are 900-million self-serving results in Google illustrating market returns IF the 10 BEST performing days in the market over the past 30 years are carved out. We were curious to take a more complete view and also carve out the 10 WORST performing days over the same time period and look at the results. You may find the results illuminating! 

An extremely anomalous 15 year period in financial markets has ended. A new one, equally as strange, has begun.   Podcast Video Link: https://youtu.be/XLmh8A59MGE 

The stock market offers the highest returns. It also comes with the greatest volatility. Trend following can smooth the ride. This is especially important for investors making portfolio withdrawals. In this podcast we explain how it works and who it's most useful for.

In our MKAM monthly markets review, we discuss the Federal Reserve's attempt to bring down inflation by causing a mild recession. The good news for investors: they can now get 5% on their cash. As long as they don't leave their money at the bank.

In our Q3 markets review, we discuss asset markets finally falling as investors wake up to the reality of the Federal Funds rising from a decade of zero. The good news: stock and bond returns from here have improved. 

Join us and our guide, Jordan Fruchtman, on a tour through modern philanthropy. We discuss: how to find the cause you care most about; how to select the right organization; and how to maximize your impact. And, we learn how the ultimate benefactor of your charity is you.

As the Federal Reserve raised interest rates, the yield curve inverted. What does this imply about the economy in the future? Tune in to find out. 

Markets adjust as the Fed raises interest rates to try and cool the hottest inflation since the 1970's.

Bond yields are rising as investors prepare for the Federal Reserve to unwind their emergency Covid-19 stimulus. What will the impact be on the stock market and housing? Tune in to find out.

If you run your own business, would you like to potentially save several hundred thousand dollars a year in taxes? Then now is the time to learn about Cash Balance Plans.

Is this stock market crazier than 1999?

As our guest, TK Frantz explains, investing in manufactured housing is so boring and predictable, it's exciting!

People postpone creating estate plans because they think of death, taxes and lawyers. We suggest you focus on showing your loved ones you care about them and securing your legacy.

The economy may grow by 6% in 2021, the fastest rate since Ronald Reagan was President in 1984. At the end of 2021 we would return to the same level of economic output as 2019.

2020 created a nation of day traders, even Barbara Streisand is doing it. But, proceed with caution. Day trading is gambling, not investing. A successful series of trades can easily turn into a financial disaster for the inexperienced or naïve. Join us for “a very special episode” of the podcast.

Do you really know the person investing your money? Learn how to research a prospective new financial advisor or learn more about your current one.    FINRA Broker Check 

In our premier episode, we discuss the power of the Roth IRA and if utilized properly could provide your children financial security and maybe even a beach house!