by Chris Conway | May 3, 2021 | Uncategorized
May 3, 2021 This is a very large proposal that encompasses many issues, not just increases of certain tax rates. As financial advisors and planners, we are focused on how the proposed tax increases may impact our clients. This is only proposed legislation. It is a... by Chris Conway | Apr 20, 2021 | Uncategorized
April 20, 2021 Over the past week several headlines about cryptocurrencies have been eye-popping. First headline: the IPO of Coinbase dominated the business headlines last week. Coinbase (COIN), the cryptocurrency exchange, completed its direct listing on the NASDAQ... by Chris Conway | Mar 18, 2021 | Uncategorized
March 18, 2021 Recent financial headlines have covered the exponential growth of SPACs. Is this an investment worthy of a long-term investor’s money? SPACs (Special-purpose acquisition companies) have been around for over 30 years and have become immensely popular... by Chris Conway | Feb 12, 2021 | Uncategorized
News of Tesla buying $1.5 billion of Bitcoin last week pushed the price of the cryptocurrency to record levels. Many advocates of Bitcoin viewed this as a validation of using cryptocurrency as a new class of investment. In a filing with the Securities and Exchange... by Chris Conway | Feb 4, 2021 | Uncategorized
Beating Wall Street? The media has emphasized how individual investors have banded together on social media sites to beat ‘Wall Street’ at their own game. A real-life story of David vs. Goliath, the small retail investor against the large hedge fund industry. Our last... by Chris Conway | Feb 1, 2021 | Uncategorized
It is possible to make money when stock prices go down. That is the strategy of short sellers. From the US Securities and Exchange Commission’s Investor.gov website: “A short sale occurs when you sell stock you do not own. Investors who sell short believe the...