The Fed Should Be Cutting Rates Soon
The Fed Mistake Index rises to 50 basis points and suggests the Fed will soon pivot to cutting rates.
A Guide to Doctors’ and Lawyers’ Favorite Vehicle to Reduce Taxes
Common Questions and Answers on cash balance plans - Doctors' and Lawyers' favorite vehicles to reduce taxes.
Has the Performance Reversal Begun?
After 15 Years of Absolute Dominance by The United States, the Rest of The World Takes the Lead.
Why Doctors Should Have Cash Balance Plans
Cash Balance Plans are a great tax reduction and retirement planning strategy for doctors. They also can help recruit new doctors to join existing medical groups.
A Finance Legend Right Here in San Diego
It was an honor to host NYU Stern School of Business Professor Aswath Damodaran right here in San Diego. The Professor continues to refine his approach to valuation and company analysis in what may be his best and most complete book yet.
The 2023 Callan Periodic Table of Returns
The new Callan Associates Periodic Table of Returns is out and shows the timeless message of finance: asset classes take turns in the sun. What will be the best performer of 2024? Only time will tell.