Hosted by "Chaim" Victor Schramm CFS®, CAS®, AIF® & Pablo K. LashaToday's Podcast: Better Than I Bonds? MYGA's I Bonds are an inflation adjusted Savings Bond sponsored by the US Treasury that have received a lot of attention in recent months due to their high advertised rates. As we highlight in this week's episode of [...]
Hosted by Victor Schramm CFS®, CAS®, AIF®, Lillian Karabaic, and Pablo K. LashaAre We In A Recession? Are we in a recession? If not now, when? These are questions we've been asked a lot lately in conversations with clients, small businesses, and colleagues. We try to answer these in the most accurate way we can [...]
Hosted by Victor Schramm CFS®, CAS®, AIF®Class: Art & Wealth Management I'm going to be teaching a class about Art & Wealth Management. Over the years, I've encountered folks who own a fair amount of art (and a fair amount of wealth, sometimes at the same time). I've also been studying the subject of art [...]
Hosted by Victor Schramm CFS®, CAS®, AIF® & Pablo K. LashaToday's Podcast: Cryptocurrency Market Updates We like to talk cryptocurrency here from time to time. It's been a while since we did a YouTube video about cryptocurrency. We realized a lot of our more recent cryptocurrency talks have been "in the metaverse, quite literally, and [...]
Hosted by "Chaim" Victor Schramm CFS®, CAS®, AIF® & Pablo K. LashaEarnings Recession There's been a sell-off in many US Markets. In US Growth Stocks, the NASDAQ is down The first phase of the sell off in US Markets 30% Year to Date. US Large Cap Stocks as gauged by the S&P 500 index are [...]
