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…

In my latest market update video, we cover some critical developments shaping the investment landscape. We discuss how the markets are reacting to the ongoing conflict with Iran and what the ripple effects could mean for investors.

Gold is hitting record highs, but why is it happening now? In this video, we dive into the history of gold as a store of value, how inflation and economic uncertainty drive demand, and what role gold mining stocks play in today's market.

In this video, we dive into Trump's proposed "Big Beautiful Bill" and how it could reshape Social Security benefits in the years to come.