January 24, 2023
tax lessons learned from tesla
The past few years for Tesla (Ticker: TSLA) have been anything but mundane. Shares of the equity experienced a meteoric rise from mid-2019 to late 2022, with a trough-to-peak rally of over 3400% in a
Market Research
January 5, 2023
where are those “top 10” companies now? – “millennium” focus
“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
December 13, 2022
where are those “top 10” companies now? – “nineties” focus
“Top” companies can seemingly do no wrong during their ascent. Whether filtered by top US companies by market cap or fastest growing over the last decade, these companies tend to be household names with a
November 22, 2022
tax avoidance gone wrong – the rise and fall of facebook
Facebook’s IPO was one of the hottest ever. The company was growing at an astounding rate as social media went fully mainstream, and everyone wanted in on the action. Facebook went public on May 12,
February 3, 2022
case study: how options investing can go right (and wrong) using arkk as an example
In 2020, the ARKK Innovation ETF (ARKK) caught the imagination of the investing public after generating a 152% return for the year. ARKK seeks to invest in cutting edge, innovative companies – tomorrow’s most promising
June 19, 2014
exceed investments survey finds additional advisor demand for structured investments provided inefficiencies are addressed
Note in this document, structured investments are synonymous with structured products. Both refer to the class of products typically issued by banks to retail investors with such customized features as principal protection and leverage. (New
