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.
MKAM on the Investor's Business Daily Podcast
Mulholland & Kuperstock Asset Management Chief Investment Officer Stephen Mulholland, CFA appeared on the Investor's Business Daily Podcast. The topics of discussion was: the stock market, interest rates, asset allocation, and risk management.
THE FED MISTAKE INDEX TELLS THE FEDERAL RESERVE TO CUT RATES
The Effective Fed Funds Rate is 49 basis points above the two-year US Treasury yield. The signal from the market to the Fed is: cut rates.
Stock Market Investors Are Playing For Time
The Fed ended its zero interest rate policy, after 13 years. Bonds have normalized. Stocks are yet to adjust. It's only a matter of time.