The Ecclesiastes Investor V- Eternity Money

September 15, 2023Faith & Finance, Investing
By "Chaim" Victor Schramm, CFS®, CAS®, CDFS®, AIF®The Ecclesiastes Investor V- Eternity Money What value, then, can the man of affairs get from what he earns?… (G-d) brings everything to pass precisely at its time; He also puts eternity in their mind, but without man ever guessing, from first to last, all the things that [...]

What Does it Mean to “Invest in What You Know?”

August 19, 2022Investing
By "Chaim" Victor Schramm, CFS®, CAS®, AIF®What It Means to "Invest in What You Know":Why Investing in What You Know is a Qualitative Factor The ACME Conglomerated Industries Corporation makes any number of products and does brisk business. Mac works there in Corporate and sits in an office with a window that overlooks the glorious [...]

Gold & Bitcoin V.S. Inflation

August 14, 2022Investing, Podcast
Hosted by "Chaim" Victor Schramm CFS®, CAS®, AIF® & Pablo K. LashaToday's Podcast: Gold & Bitcoin vs Inflation - Which Hedged Inflation Best? Inflation, gold, and bitcoin (and other cryptocurrencies) have been frequent features of the Chaim Investment Advisors podcast over the years. This time, we're talking about the way that gold & bitcoin interacted [...]

I Bonds vs MYGA’s: Fixed Income Opportunities Analyzed, Podcast

July 31, 2022Podcast
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 [...]

Are We in a Recession?

July 26, 2022YouTube
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 [...]

Class on August 25th, 6 PM: Art & Wealth Management

July 19, 2022News
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 [...]

Podcast: Cryptocurrency Market Update

July 19, 2022Podcast, YouTube
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 [...]

Earnings Recession

July 4, 2022News, Podcast
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 [...]

BlackRock Does Not Own The World

June 16, 2022Podcast, YouTube
Hosted by Victor Schramm CFS®, CAS®, AIF® & Pablo K. LashaPodcast: BlackRock Does Not Own The World There's a viral video that we've been sent a couple of times in the past months by Sorelle Amore that makes the claim BlackRock "owns the world." We wanted to talk about the fact that this claim is [...]

Chaim Investment Advisors Podcast Episode: Inflation

May 22, 2022News, Podcast, YouTube
Hosted by Victor Schramm CFS®, CAS®, AIF® & Pablo K. LashaToday's Podcast: Inflation Inflation is a hot topic. If you've been following the blog and talking with us over the past couple of years, it's something we've actually hit on a number of times over the years. Back in 2017, Chaim even wrote an article [...]