Louis Gave Discusses the Gold & AI: Deflationary Boom Ahead with Soar Financially
Take Our Compatibility Survey In this insightful interview on the Soar Financially show, Louis-Vincent Gave breaks down the key forces…
2025 Estate Planning Changes
Take Our Compatibility Survey Estate planning is never a “set it and forget it” exercise, as laws continue to evolve at both the…
Convictions And Concerns
Take Our Compatibility Survey “Those are my principles; and if you don’t like them, well, I have others” —Groucho Marx…
U.S. Government’s Intel Stake: A Turning Point in Strategic Investing?
Take Our Compatibility Survey The U.S. government’s decision to purchase a nearly 10% stake in Intel for $8.9 billion marks…
The Calculus of Value
By Howard Marks, Oaktree Capital Take Our Compatibility Survey We are presenting a memo from Howard Marks of Oaktree Capital that discusses how…
Charitable Giving Changes under the One Big Beautiful Bill Act (OBBBA)
Take Our Compatibility Survey The recently passed One Big Beautiful Bill Act (OBBBA) introduces major changes to the tax treatment…
Value in a Sea of Risk
Take Our Compatibility Survey A cynic, wrote Oscar Wilde in Lady Windermere’s Fan, is someone who “knows the price of…
What to Make of all the Money Flowing into AI
Take Our Compatibility Survey It’s amazing how quickly tides change. After ChatGPT was released in November 2022, Artificial Intelligence (AI)…
Managing Concentrated Positions with Options Strategies
Take Our Compatibility Survey Many investors accumulate a substantial portion of their stock portfolio in a single company, often through executive compensation,…
Where Will The Excess Dollars Go?
Take Our Compatibility Survey The US runs twin deficits of 10-11% of GDP; roughly 6.5% of GDP on the budget…