by Matt Shapiro | Aug 12, 2019 | Investing
Actors, musicians, athletes, and other public figures continue to become some of the wealthiest people in America. Today, we’re seeing some of these household names achieve billionaire status. What sets apart the most successful celebrities is what they do with...
by Matt Shapiro | Jul 12, 2019 | Investing
**Earth Shattering June Rally** Trade concerns fade as investors focus on the steady economy. We are pleased to report that accounts hit all-time highs with one of the best June’s in generations. As we explained in the last letter, “this year’s...
by Matt Shapiro | Jul 9, 2019 | Investing
More and more states are legalizing medical and recreational use of marijuana. Because of this and other factors, the value of the industry is exploding. Some estimates are predicting the value to hit $22 billion worldwide by 2022. This relatively new industry...
by Matt Shapiro | Jul 9, 2019 | Giving Back, Investing
In today’s trendless market, it’s even more important to own individual companies that have real growth and social value. Social choice is a critical factor for our clients and part of our investing strategy. Many of our clients find that it’s important to...
by Matt Shapiro | Jul 8, 2019 | Investing, Retirement
It’s difficult to know which retirement savings accounts and plans to contribute to in order to maximize their benefits. There are a lot of options out there and each has a unique level of utility . Situations are different for everyone, but this article can provide a...
