Overview:
Check out this week’s episode of Launch Financial with Ashley & Brad as we discuss the great market volatility we’ve seen over this past year, as well as the current decline in bond yields and bitcoin.
What You’ll Learn:
Show Notes:
Ep. 42 Launch Financial-Estate Planning Isn’t Just For The Wealthy with Adam Moskowitz
Overview:
Tune into this week’s episode of Launch Financial as we are joined by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On this episode, Adam helps simplify estate planning and explains how it’s necessary and accessible for everyone, regardless of wealth and age.
More about Adam, his practice focuses on estate and trust planning, administration, and litigation. Adam has drafted wills, trusts, powers of attorney and medical directives for hundreds of clients and their families. His practice also includes complex trust and tax planning. Additionally, Adam’s experience includes will contest litigation, trust interpretation/modification controversies, real estate ownership disputes, fiduciary duty disputes, rights of heirs, beneficiaries, and legatees and other types of litigation involving estates and trusts. Adam has completed administration for trusts and estates of all sizes, working closely with the fiduciary and beneficiaries.
Prior to joining BBS&G, Adam was a partner at a boutique estate and trust planning, administration and litigation firm in Bethesda, Maryland. To contact Adam for estate planning help, visit his website or send him an email at amoskowitz@bregmanlaw.com.
What You’ll Learn:
Show Notes:
As we end the second quarter, we want to take a look at where the U.S stock market is after this past year of ups and downs. Currently, the U.S. stock market is very stagnant on the outside, but industry analysts are discussing how it’s really bubbling underneath, more than it has in years.
From the outside, the S&P looks very very quiet, more than it has been in some time, precisely 2017, according to a Wall Street Journal Article. In addition to that, we are seeing stocks at the highest prices since 2000s. Analysts are noting that it has to do with the recently trending short-squeeze stocks, such as GameStop, AMC, and Blackberry, inflating the stock market increasing prices all around.
We are also seeing chatter around how the Federal Reserve has such strong power right now, in terms of controlling and affecting the stock market. It’s interesting to think about the reaction to such a small change from the Fed, allowing us think what type of reaction there will be if the Fed starts a normal rate hiking cycle and makes cash attractive again. We will continue to follow the news from the Fed and discuss how we think that will affect the economy and stocks. If you would like to discuss the market with us and let us know your thoughts, email us at info@shermanwealth.com .
Overview:
Tune into this week’s episode of Launch Financial with Ashley & Brad as we mark the end of the second quarter, recapping the performance of Bitcoin, discussing consumer data, and more.
What You’ll Learn:
Show Notes:
Ep. 40 Launch Financial- Does Money Buy Happiness with David Pearl
