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Where is the knowledge we have lost in information?  - T.S. Eliot

3 Critical Steps for Every Retiree

By Jason Biance | June 25, 2020

Johnny Allen Hendrix better known as ‘Jimi Hendrix’ had a life that was short in span yet ferocious in its ascent. In his brief professional career of only 4 years, by 1968 when his 3rd studio album Electric Lady reached number one in the US, he was one of the highest paid performers in the…

Ways to Create Tax-Efficient Strategies

By Jason Biance | June 17, 2020

My Grandfather lived in my childhood home from when I was about 8 years old. He was an old school Italian who loved to watch boxing and listen to the famous tenors like Mario Lanza and Jerry Vale. I will always remember a funny story he would tell about prohibition. He grew up in a…

Assets You Want to Give Away

By Jason Biance | June 10, 2020

“If an old man ever gives you advice while peeling an apple with a pocket knife and eating pieces right off the blade, you should probably take it.” — Anonymous This quote paints a picture like a scene right out of a movie.  You can imagine a sage, delivering well-crafted words to a younger person…

(A Readable) History of the Stock Market – Part III

By Jason Biance | June 3, 2020

If you look at America’s early history, one could argue many of our successes came at the misfortune of the British Empire. The same could be said about the success of our most prominent stock exchange, the New York Stock Exchange (NYSE). In the 17th century the East India Company had a monopoly on trade…

(A Readable) History of the Stock Market – Part II

By Jason Biance | May 27, 2020

In the previous post we covered highlights of the history of money in England during the 16th and 17th century. Today we will cover the birth of the New York Stock Exchange(NYSE).  The two main turn of events that contributed to the birth of the NYSE were the standardization of gold coins (the gold standard)…

(A Readable) History of the Stock Market – Part I

By Jason Biance | May 20, 2020

When you think of the stock market, what comes to mind? The Dow Jones? The S&P 500? Mutual funds and bonds? Maybe you think of movies like Wall Street or The Big Short. Or, perhaps you think about your 401(k) and all the time and energy it took to build that retirement savings. Regardless of…

Be a Netflix, Not a Blockbuster

By Jason Biance | May 13, 2020

As I am sure many of you are, I am a big movie fan. When I was a kid, we lived on the south end of Sebring on Lake Josephine. Sometimes on Friday nights we would go to the movie store and it was the highlight of my week. For a time, in the Southgate…

No Uncle Sam, Money Doesn’t Grow on Trees

By Jason Biance | May 6, 2020

My childhood understanding of money was based on the fact that I could not get everything I wanted. I would imagine many of you had similar experiences. I had a single Mom who was a teacher. While we never hurt for food on the table or shoes on our feet, I never did get that go-kart…

Recent Events, Distilled

By Jason Biance | April 23, 2020

When I was a kid, I was an early riser. I was the youngest of three children who lived with my single Mom, a school teacher, as well as my grandparents, who also lived with us. On weekend mornings, my Mom would love to sit on the couch, sip her coffee and read the newspaper…