In this video, we pull back the curtain on a part of the financial world most people never get to see. The SEC has specific rules that determine who qualifies as an accredited investor or a qualified purchaser, and those classifications open the door to opportunities that are not available to the general public. I explain how the accreditation system works, what the requirements mean, and why income and net worth play such a significant role in accessing private markets.

In this market update, I break down the stock market's latest move and how Nvidia's earnings are shaping the tech sector's direction. We also look at the massive surge in energy demand from data centers and what it means for future infrastructure and investment opportunities.

In today's market update, we dive into the latest economic data and what it means for investors in this changing financial landscape. I break down the surprising developments in the electric vehicle market and what slowing demand signals about broader economic trends. We also take a serious look at MicroStrategy and whether its Bitcoin-driven strategy could be masking deeper issues.

At first glance, the headlines tell us the S&P 500 has reached record levels. However, when inflation is factored in, the picture appears quite different. In this video, I break down why today's "all-time high" is more of an illusion than reality, and how comparing the S&P 500 against the gold standard reveals that the market would actually be down this year.

In this market update, I cover the latest revisions to the jobs report and what they reveal about the true state of the labor market. I also discuss why a leading chief economist has suggested that the U.S. may have already been in a recession since April 2024, a perspective that could shift how investors interpret the current economic cycle.

The 1031 Exchange is no longer the only game in town. The One Big Beautiful Bill has introduced opportunities that can produce greater tax offsets than a traditional exchange, giving investors new tools to reduce liability and increase after-tax returns.

In this month's market update, I break down the one big beautiful bill and what it could mean for Social Security benefits, taxes, and SALT deductions. We’ll also cover the latest economic data, including the impact of tariffs and immigration, and examine why the Federal Reserve is in such a tough spot right now.

Beating the S&P 500 is no easy task, but the Buffered Index Portfolio is built to give investors a better chance at long-term success. In this video, I break down how this strategy works and why it has the potential to deliver more consistent positive returns compared to the traditional index.

The S&P 500 has finished positive in 73 out of the last 100 years. That's a strong track record. But what if you could improve those odds even further?

Before making the big move out of California for retirement, it's essential to understand how your finances could be affected. In this video, I walk you through key considerations, including how California taxes can still impact you after you leave…