Jason kicks off the show with giving an overview of when to look towards the topic to today’s discussion, alternatives. Alternative Investments become a viable option for investing when [...]
In this show you will learn about: GameStop Short Squeeze Options Investing Robinhood vs Discount Brokerages vs Wirehouses The Nasdaq likened to a Porsche Contact an Adviser Today [...]
In this show you will learn about: GameStop Short Squeeze Options Investing Robinhood vs Discount Brokerages vs Wirehouses The Nasdaq likened to a Porsche Contact an Adviser Today [...]
Today’s show starts off with Jason and Alex sharing stories about trucks and the potential benefits of depreciating company vehicles warming into the topic for discussion. Tax Planning.Jason begins [...]
Jason and Alex started off the show by welcoming Jim Pupillo, a Senior Wealth Adviser at IDA, who has a ton of industry experience, and specializes in providing his [...]
In this episode, Jason and Alex open the show up to listener questions. Every couple months Jason and Alex collect questions from listeners, clients and firm advisers that are [...]
Jason and Alex reminisced on Joe Biden being inaugurated as the next President of the United States, and then signed 17 executive actions. Jason talked about there being a [...]
Jason and Alex recap some of the predictions made by strategists in 2020. If there was ever a year that we were reminded of the difficulty of making stock [...]
Today’s show kicks off with Jason and Alex introducing guest Rick Labrum, founding adviser to Intelligence Driven Advisers also Jason’s Dad and mentor. Today’s show discusses Smart Goals for 2021.Jason [...]
Jason and Alex kick off the show sharing stories of family and staying safe around the holidays attempting to hold on to the traditions that we all have, while [...]
