Money @ Mulholland & Kuperstock Asset Management

Tax Advice, Asking For a Friend ...

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. 

The Good, the Bad, and the (Not So) Ugly

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! 

Expected Returns: 2008-2023 and Beyond

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 

Trend Following as a Risk Management Tool

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.

Release the Balloons!

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.

Gravity Returns to Markets as the Fed Raised Rates from Zero

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. 

Philanthropy: Give Well and Feel Good

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.

The Market Shifts its Focus from Inflation to Recession

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. 

The Interest Rate Hammer Falls

Markets adjust as the Fed raises interest rates to try and cool the hottest inflation since the 1970’s.

The Bond Market Takes Center Stage

Bond yields are rising as investors prepare for the Federal Reserve to unwind their emergency Covid-19 stimulus. What will the impact be on the stock market and housing? Tune in to find out.