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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
Sunday Jan 03, 2021
Sunday Jan 03, 2021
2020 created a nation of day traders, even Barbara Streisand is doing it. But, proceed with caution. Day trading is gambling, not investing. A successful series of trades can easily turn into a financial disaster for the inexperienced or naïve. Join us for “a very special episode” of the podcast.
Tuesday Dec 08, 2020
Tuesday Dec 08, 2020
Do you really know the person investing your money? Learn how to research a prospective new financial advisor or learn more about your current one.
Sunday Oct 18, 2020
Sunday Oct 18, 2020
In our premier episode, we discuss the power of the Roth IRA and if utilized properly could provide your children financial security and maybe even a beach house!