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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.
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

Tuesday Oct 18, 2022
Gravity Returns to Markets as the Fed Raised Rates from Zero
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
Philanthropy: Give Well and Feel Good
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
The Market Shifts its Focus from Inflation to Recession
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.

Wednesday Jul 13, 2022
The Interest Rate Hammer Falls
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
Markets adjust as the Fed raises interest rates to try and cool the hottest inflation since the 1970’s.

Friday Jan 21, 2022
The Bond Market Takes Center Stage
Friday Jan 21, 2022
Friday Jan 21, 2022
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.

Thursday Oct 21, 2021
The Best Retirement Plan You‘ve Never Heard Of
Thursday Oct 21, 2021
Thursday Oct 21, 2021
If you run your own business, would you like to potentially save several hundred thousand dollars a year in taxes? Then now is the time to learn about Cash Balance Plans.

Thursday Oct 14, 2021

Tuesday Jul 20, 2021
Manufactured Housing: Should Be On Your Radar
Tuesday Jul 20, 2021
Tuesday Jul 20, 2021
As our guest, TK Frantz explains, investing in manufactured housing is so boring and predictable, it's exciting!

Wednesday May 26, 2021
Live Forever & Spread Happiness
Wednesday May 26, 2021
Wednesday May 26, 2021
People postpone creating estate plans because they think of death, taxes and lawyers. We suggest you focus on showing your loved ones you care about them and securing your legacy.

Wednesday Jan 13, 2021
Back to the Future
Wednesday Jan 13, 2021
Wednesday Jan 13, 2021
The economy may grow by 6% in 2021, the fastest rate since Ronald Reagan was President in 1984. At the end of 2021 we would return to the same level of economic output as 2019.