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Level Up - Mark Tepper
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How a Joe Biden Presidency Will Impact Your Portfolio, Ep #7

Here’s the deal: A Joe Biden presidency will impact the economy and your portfolio—likely not in a good ... Read More

 

Why Investing In IPOs Is Not A Good Idea, Ep #6

Investing in IPOs is a hot topic because the companies in this category are typically in a very impressive growth ... Read More

 

What We Consider A Smart Investment Strategy, Ep #5

A smart investment strategy is one that improves your risk-adjusted return. That’s the primary goal. If your stock picks ... Read More

 

Coronavirus, Pandemics, and Your Money

It is regrettable and sad when a pandemic like Coronavirus impacts so many people across the globe. It’s a ... Read More

 

Impact of a Bernie Sanders Presidency

American-held investment portfolios are directly impacted by the fiscal policies of the U.S. Government, so as we move through ... Read More

 

Is the Stock Market Overvalued?

Some of the top questions we get from clients regarding stock market valuation are, “Is the market overvalued?” and, “When ... Read More

 

Capitalism vs Socialism

It’s interesting to hear the debates — Capitalism VS Socialism. From all the noise going on during this election year (2020) ... Read More