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Mulholland & Kuperstock Asset Management LLC, a registered investment advisory firm based in San Diego, CA & Summerlin, NV provides investment and generational wealth management advice to our clients. Join us as we provide a roadmap to financial health and smart investing.
Episodes
Friday Oct 18, 2024
Friday Oct 18, 2024
Designed to build $3.5M in wealth over 10 years, cash balance plans are 10X 401K's allowing participants to make tax deductible contributions of hundreds of thousands of dollars per year. Interested to cut your tax bill in half? Just push play.
Monday Apr 15, 2024
Monday Apr 15, 2024
Bitcoin is a top ten "currency". Gold outperformed the S&P 500 over the past 5 years. The Japanese Yen is at all-time lows versus the dollar. 20% of US households are planning to travel abroad over the next 6 months. After interest rates rose from 0% to 5%, asset markets have produced some surprising results. Tune in to our Q1 2024 market review to learn more.
Monday May 22, 2023
Monday May 22, 2023
Podcast guest, Aviram Benito, CPA, founder of AB & Associates, shares helpful tax tips. Topics covered include: passive income versus ordinary income; AB 150 - the SALT limitation workaround; tax considerations when operating short term rentals on Airbnb; and the California 2022 tax extension. If you do not learn anything on this podcast, were you listening? But seriously, if you have an additional tax question, send an inquiry to info@mk-am.com and we'll ask Aviram when he joins us again on our podcast in the near future.
Tuesday May 09, 2023
Tuesday May 09, 2023
There are 900-million self-serving results in Google illustrating market returns IF the 10 BEST performing days in the market over the past 30 years are carved out. We were curious to take a more complete view and also carve out the 10 WORST performing days over the same time period and look at the results. You may find the results illuminating!
Monday May 01, 2023
Monday May 01, 2023
An extremely anomalous 15 year period in financial markets has ended. A new one, equally as strange, has begun.
Podcast Video Link: https://youtu.be/XLmh8A59MGE
Wednesday Apr 19, 2023
Wednesday Apr 19, 2023
The stock market offers the highest returns. It also comes with the greatest volatility. Trend following can smooth the ride. This is especially important for investors making portfolio withdrawals. In this podcast we explain how it works and who it’s most useful for.
Thursday Mar 09, 2023
Thursday Mar 09, 2023
In our MKAM monthly markets review, we discuss the Federal Reserve's attempt to bring down inflation by causing a mild recession. The good news for investors: they can now get 5% on their cash. As long as they don't leave their money at the bank.
Tuesday Oct 18, 2022
Tuesday Oct 18, 2022
In our Q3 markets review, we discuss asset markets finally falling as investors wake up to the reality of the Federal Funds rising from a decade of zero. The good news: stock and bond returns from here have improved.
Friday Sep 02, 2022
Friday Sep 02, 2022
Join us and our guide, Jordan Fruchtman, on a tour through modern philanthropy. We discuss: how to find the cause you care most about; how to select the right organization; and how to maximize your impact. And, we learn how the ultimate benefactor of your charity is you.
Thursday Aug 11, 2022
Thursday Aug 11, 2022
As the Federal Reserve raised interest rates, the yield curve inverted. What does this imply about the economy in the future? Tune in to find out.