Big Tech: A Patriotic Investor’s Dilemma

Big Tech’s recent strong stock performance and large size creates a conundrum for politically-conservative investors who want to align their core beliefs with their investments. Financial advisors and investors are struggling with the dilemma of maximizing their returns without compromising their ethics.  The question they ask themselves is, “Do I invest money in a woke […]

Biden’s Tax Plan: What Conservatives Need to Know

With Joe Biden threatening to spend literally trillions on leftist social engineering schemes he’s got to get the money from one of three places: borrowing (from China), increasing the money supply even more than the 30 percent it’s gone up in the last year, or taxing “rich people” (in other words, YOU!) What’s going to […]

Is Your 401(k) a Litigation Risk?

In 2020, there were over 200 lawsuits alleging malfeasance and negligence, among other things, against 401(k) plan sponsors. Earlier this year, life insurance firm John Hancock settled a 401(k) lawsuit for $14 million.

Put Your Money Where Your Values Are

Why I try to invest in companies that share my conservative principles

How Organizations Have To Steer In Times Of Political Advocacy

Back in 70’s, companies used to keep themselves far apart from politics. Backing a certain political ideology was considered a bad omen for an organization. Businesses, both large and small ones, preferred to maintain political neutrality in their public statements with their main goal always solely fixed towards increasing profitability for their shareholders.

Cryptocurrency Basics

Cryptocurrency is making headlines. It seems like everyone is diving into this new market.

What Sports Car Racing Taught Me About Business

What if I told you that running a business and car racing were almost identical? Most people do not know that car racing is one of my passions. You might not know that when I was a kid…

Understanding the Difference between Suitability and Fiduciary Standards

If you’ve been in the market for a new investment advisor, chances are you’ve come across the terms suitability and fiduciary standards. While on the surface they may seem similar, it is important to understand the…

Don’t Let Them Leave Home Without These

DON’T LET THEM LEAVE HOME WITHOUT THESE IMPORTANT DOCUMENTS Important documents to cover you and your dependent child over 18. To you, they will always be your kids. To the rest of the world—particularly the medical,…

Corvette Stingray Relaunch Proves Smart Risk-Taking Is Worth It

DON’T LET THEM LEAVE HOME WITHOUT THESE IMPORTANT DOCUMENTS Important documents to cover you and your dependent child over 18. To you, they will always be your kids. To the rest of the world—particularly the medical,…

5 Common Money Mistakes Small Business Owners Make

It is no surprise that women-owned businesses are on the rise and going strong. According to The 2018 State of Women-Owned Business Report Commissioned by American Express, the number of women-owned businesses increased a dramatic 31…