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The R-word

The R-word: The end of the year is a great time to take stock of Retirement accounts. Retirement savings counts as the largest portion of invested assets for most professionals. And no surprise, retirement today is largely self-funded (82% of workers) while banking on company pensions is rapidly going out of style (26%). With people …

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Technology still rules

Technology still rules! A look at the 100 largest companies in the world shows a decided technology-loaded playing field led by Apple, Microsoft and Alphabet in the Trillion dollar club in the US. The technology sector has carved a 33% share of the top 100 companies by market cap. But this might not even be …

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Should I wait to invest?

Hot or Not?: A common question that we get asked is: “The markets are running very high. Should I wait to invest?”. The answer, surprisingly, is “No, the best time to invest is Now!”. History reveals that investing in the markets at highs has actually produced greater returns than getting in at a different time. …

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Come join us today, February 6th at 2:00 PM -2:30 pst

JOIN US FOR OUR MARKET UPDATE TODAY AT 2PM PST 2:00-2:30 PM TALK: 5 Steps to Designing a Winning Investment Portfolio 2:30-3:00 PM DISCUSSION: On the front lines of the India Oxygen Crisis Saturday, May 1st, 2:00pm PST on ZOOM ZOOM https://us02web.zoom.us/…/tZYodeyorTorHdcxcdfpKpkCiItww… There is probably no activity more important in investing, than structuring the best …

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Covid-19 Vaccine Stocks

Did you get a big payout on the Vaccine trade over the past year? If you had invested in one of the smaller companies with a successful vaccine product, you would have seen triple-digit growth, as with the stocks of Novavax, Moderna, and Biontech. However, these gains can be pretty volatile and depend critically upon …

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JOIN US FOR OUR MARKET UPDATE Saturday, March 20, 2:00pm PST

JOIN US FOR OUR MARKET UPDATE Saturday, March 20, 2:00pm PST The Next Frontier: 5 Investing Themes for the Coming Decade! ZOOM https://us02web.zoom.us/…/tZUtduuqpjwvEtKMewi_CfMgkQBA… ID: 810 1228 7586 Passcode: 629164 Market Update followed by RoundTable: Most exciting Investment areas With Self driving cars, the Internet of things (IOT), 5G communications, Augmented Reality, Biotech & many others …

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