Money @ Mulholland & Kuperstock Asset Management

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Mulholland & Kuperstock Asset Management LLC, a registered investment advisory firm based in Los Angeles, provides investment and generational wealth management advice to our clients. Join us as we provide a roadmap to financial health and smart investin

Money at Mulholland and Kuperstock


    • Dec 5, 2024 LATEST EPISODE
    • monthly NEW EPISODES
    • 33m AVG DURATION
    • 21 EPISODES


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    Latest episodes from Money @ Mulholland & Kuperstock Asset Management

    MKAM Market Review

    Play Episode Listen Later Dec 5, 2024 36:51


    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.

    Why Doctors Should Have Cash Balance Plans (with Phuong Jennings)

    Play Episode Listen Later Oct 18, 2024 40:14


    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.

    Time to Go to Japan

    Play Episode Listen Later Apr 15, 2024 28:12


    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.

    Tax Advice, Asking For a Friend ...

    Play Episode Listen Later May 23, 2023 46:28


    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. 

    The Good, the Bad, and the (Not So) Ugly

    Play Episode Listen Later May 9, 2023 35:48


    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! 

    Expected Returns: 2008-2023 and Beyond

    Play Episode Listen Later May 1, 2023 37:05


    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 

    Trend Following as a Risk Management Tool

    Play Episode Listen Later Apr 19, 2023 25:26


    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.

    Release the Balloons!

    Play Episode Listen Later Mar 10, 2023 23:09


    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.

    Gravity Returns to Markets as the Fed Raised Rates from Zero

    Play Episode Listen Later Oct 18, 2022 50:50


    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. 

    Philanthropy: Give Well and Feel Good

    Play Episode Listen Later Sep 2, 2022 34:20


    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.

    The Market Shifts its Focus from Inflation to Recession

    Play Episode Listen Later Aug 11, 2022 29:00


    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. 

    The Interest Rate Hammer Falls

    Play Episode Listen Later Jul 13, 2022 29:01


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

    The Bond Market Takes Center Stage

    Play Episode Listen Later Jan 21, 2022 39:27


    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.

    The Best Retirement Plan You‘ve Never Heard Of

    Play Episode Listen Later Oct 22, 2021 27:32


    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.

    Market Insanity!

    Play Episode Listen Later Oct 14, 2021 23:45


    Is this stock market crazier than 1999?

    Manufactured Housing: Should Be On Your Radar

    Play Episode Listen Later Jul 20, 2021 54:41


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

    Live Forever & Spread Happiness

    Play Episode Listen Later May 27, 2021 28:05


    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.

    Back to the Future

    Play Episode Listen Later Jan 14, 2021 15:05


    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.

    Day Trading is Fun

    Play Episode Listen Later Jan 4, 2021 39:11


    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.

    Who IS your advisor?

    Play Episode Listen Later Dec 9, 2020 35:13


    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 

    Griff's Beach House

    Play Episode Listen Later Oct 19, 2020 21:50


    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!    

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