Money @ Mulholland & Kuperstock Asset Management

How did a real estate accountant in Los Angeles catch the bitcoin bug? Should investors add bitcoin to their portfolio? What practical considerations should investors be aware of if they do dip their toe into crypto? Our guest, Aviram Benito offers his opinions and advice.

What can you learn about investing from Roger Federer? When should you add high-yield bonds to your portfolio? Tune in to find out. Plus, bonus career tips for new entrants into the field of finance.

Stocks are at all time highs. Bonds are bouncing around. We will have a new President next month. And a new Treasury Secretary has been nominated. Curious how to invest amidst all these developments? Tune in to find out.

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.

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.

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. 

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! 

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 

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.

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.