Over the past few months, I have been slowly working to re-evaluate my position in the crypto economy. If you want to read my thoughts from early 2021, click here. It seems like almost every minute this industry is changing and so too must my output on the space as a whole. This piece is…
Read MoreWelcome to our recurring monthly roundtable. In our Tap Room discussions, Jack & Sean will cover a variety of current events, company headlines, and financial planning updates. In this week’s Tap Room, Jack and Sean talk about Walmart’s bold moves to compete with Shopify and Uber, Apple’s recent concessions in the courtroom, and an update…
Read MoreIn today’s episode, Jack and Sean talk with Powers Kane of Recoupe Tax. Recoupe Tax’s sole focus is getting our partners every dollar of R&D tax credits they deserve. Amounts paid for salaries, contract research, supplies, and computer leasing could all qualify for the credit. Join us today as we dive into tax credits, what…
Read MoreOwning your own business is considered the American Dream. Starting a business can be tough and sometimes overwhelming. But some business owners take steps to jump ahead. Start with an existing business rather than starting from scratch. Join Jack & Sean as they talk through a business Sean bought in the last few years. From…
Read MoreHow much do you have in your Roth IRA? For most, a few thousand, while for others maybe a few hundred thousand. So the question is, how did someone get $5,000,000,000 into a Roth IRA? Join Jack & Sean as they talk through the recent story, how it was done, and how you can leverage…
Read MoreWelcome to our recurring monthly roundtable. In our Tap Room discussions, Jack & Sean will cover a variety of current events, company headlines, and financial planning updates. In this week’s Taproom, we discuss Square’s big acquisition, the stress in the Chinese technology stocks, Robinhood’s IPO, and an overview of the crypto market.
Read MoreSo let’s say you inherit some money, sell your business, or maybe just need help with your investments. Where do you go? For most, when financial decisions get tough, it’s time to find an advisor. The hard part is figuring out which advisor is right for you.Some topics we cover in today’s episode include: What…
Read MorePersonal finance often gets stuck in the minutia. How much you spend on coffee or dinner is a small detail in the grand scheme of things. Craft Advice is focusing on large financial decisions. From investing in real estate to choosing a financial advisor, we want to highlight the large financial decisions investors make and…
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Every investor approaches their investment strategy a little bit differently. Some investors prefer to focus on high-growth companies, while others prefer the stability of more stable income-producing investments. But, one component that always seems to be evident inside investor portfolios is some variation of diversification. Diversification is a nutshell is simply “spreading out your bets”….
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There’s a famous quote in the investing world that “this time things are different.” This quote is used over and over again to discuss new technologies, economics, or investment opportunities. But the more we see the world change, the more it almost looks the same. Let’s start with a recap of 2020 2020 was on…
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