Post-Pandemic Travel Boom – Cruising
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers Post-Pandemic Travel Boom – Crusing Royal Caribbean Cruises (ticker: RCL) has demonstrated a remarkable recovery and sustained growth following the COVID-19 pandemic, emerging as a leader in the cruise industry’s resurgence. Over the past six months, the company has achieved approximately 40% growth in its stock […]
The Gathering Storm
By Greg Lai and Alex Hsiao, Co-Chief Investment Officers The Gathering Storm Winston Churchill’s six-volume history of the Second World War was published in 1948. The first volume, The Gathering Storm, recounted the events leading up to the beginning of the war. Churchill argued that the British government ignored Germany’s easily observed preparations for aggression. The government […]
Cheeseburger in Paradise with a side of Probate Avoidance
Why am I obsessed with Jimmy Buffett’s estate plan, you ask? Well, to understand that, we first need to dive into what we know about it.
Influential Entrepreneurs Podcast Interviews Kaitlyn Laney
When it comes to managing finances, it’s important to have the right guidance and support.
Investing with Confidence: The Basics of Investment Management
By Kaitlyn Laney, CFP® Investing with Confidence: The Basics of Investment Management Investment management is the process of managing assets and investments held by individuals or institutions to achieve the highest possible returns while minimizing risk. In today’s fast-paced market, managing investments is challenging, and many individuals need a solid strategy to invest. Whether you’re […]
3 Effective Risk Management Strategies for Your Investment Portfolio
By Kaitlyn Laney, CFP® 3 Effective Risk Management Strategies for Your Investment Portfolio Managing risk is an important part of investment management, helping you navigate the ever-changing landscape of financial markets. By analyzing the current business cycle and various stock market conditions, you can identify potential risks that may arise and proactively address them. This […]
College Bound & Covered: Essential Estate Planning Docs for Students
By Ledly Jennings, Esq | Estate Planning Attorney As a parent, sending your child off to college is a monumental milestone. It’s an exciting yet nerve-wracking transition, filled with a whirlwind of preparations. Amidst the chaos of packing, shopping and advice-giving, there’s one crucial item often overlooked on the checklist: estate planning. Protect them. Without […]
Estate Planning: 6 Important Considerations in Planning for Your Future
To ensure that your assets are managed and distributed according to your wishes in the event of incapacity or death, it is essential to include estate planning as a part of your financial planning.
5 Financial Planning Strategies to Consider as You Approach Retirement
Retirement is a new chapter in life that could be full of exciting opportunities but can also bring about financial challenges. Transitioning from a steady paycheck to relying on your savings can take time and effort. It is essential to prepare a solid financial plan and clearly understand your retirement finances to simplify this transition.
Sowell puts ‘boots on the ground’ in Northwest Arkansas
A fast-growing Arkansas registered investment adviser (RIA) is planning for its next growth wave. No surprise that the strategy includes one of the country’s fastest-growing regions.
