Posts by

William Huston, AIF®, AIFA®

Stick
April 2024 Portugal Golden Visa News

Recent changes to the Portugal Golden Visa program have made securing ...

Top EU and North American Investment Visas

Many Asian and African countries are speedily developing, yet it remai...

Cheapest Citizenship by Investment Programs Around the Globe

Acquiring a second residency or citizenship has changed from being a l...

Best Hotel Companies

The hospitality industry is constantly evolving and some key aspects t...

5 Cheapest Golden Visas in Europe

The investment immigration industry in Europe has rapidly grown over t...

Investment in Hotels in Portugal

Portugal's hospitality industry has witnessed remarkable growth in rec...

Portugal Citizenship by Investment

Portugal has become a popular investment option for high-net-worth-ind...

How to Invest in a Hotel Room: An Investor's Guide

For investors looking for an affordable investment opportunity in the ...

Profitable Hotel Investments

Risks and rewards are the two biggest concerns in the world of investi...

Top Caribbean Citizenship by Investment Programs

The Caribbean islands are characterized by beautiful beaches and a tro...

5 Top Hotel Stocks to Buy in 2024

In recent years, the hospitality industry has faced its fair share of ...

Portugal Golden Visa plus Attractive Investment Opportunities in 2024

The Portugal Golden Visa program is an excellent pathway to gain perma...

Top EU Golden Visa Programs in 2024

In today's global context, many individuals and families are actively ...

Best Citizenship by Investment Countries in 2024

Obtaining citizenship through investment is becoming a viable way for ...

Global Citizenship and Golden Visas

As the world becomes more interconnected, the concept of global citize...

Hospitality REITs: An Investor's Guide

For individuals interested in hotel investing, buying and running a ho...

Successful Black Entrepreneurs: What Mattered for Them

A crucial question for Black entrepreneurs: Are we content with hearin...

Condotels: Definition, Pros & Cons

A condotel, also known as a condo hotel, is a condo that operates more...

Best Hotels Chains

The global hotel and resort sector reached its highest market size at ...

The US EB-5 Investment

The United States EB-5 Immigrant Investor Program has long been a path...

Residence by Investment: How it Works

Residence by investment refers to a legal process in which foreign inv...

The Art of Hotel Investing

The hotel investment industry is booming and investing in hotels has b...

Top Golden Visa Programs for Investors in 2024

In the evolving landscape of global citizenship, investment for reside...

Asian Investors Championing AAPI Success

Did you know that about 72% of the Asian American and Pacific Islander...

How to Invest $100 Million Dollars

Selling your company, your shares or receiving a huge inheritance are ...

403b vs 401k: Which Works for Me?

403(b) and 401(k) plans are two common retirement savings tools availa...

Best Investments for My 401k

Retirement is a shared aspiration for many people. A retirement plan d...

Comprehensive Financial Advisory Services

Managing your finances can sometimes feel daunting, especially with ta...

Top Real Estate Agents in Santa Monica, CA

Known for its stunning beaches, vibrant culture and upscale living, Sa...

Best Cash Flow Investments for 2023-2024

A sufficient stream of passive income can significantly enhance your f...

How to Invest $2 Million in Real Estate

As more people get into the world of investing, one asset class that c...

Wealth Advisors Near Me in San Francisco, CA

San Francisco serves as a hub for financial advisors and wealth manage...

Financial Advisory Services Customized for You

In the modern world, financial advisory services are essential to indi...

Top Real Estate Agents in Baldwin Park, CA

Located in the heart of the San Gabriel Valley, Baldwin Park is a vibr...

A Million-Dollar Diversified Portfolio Example

Diversified investments are the basic building blocks for financial su...

Best Passive Income Investments

As per the guidelines set forth by the IRS, passive income includes ea...

10 Tips for First Time Home Buyers in Los Angeles

The thought of buying your first home in Los Angeles can be exciting a...

Top 10 Financial Advisors in Los Angeles

Each stage of life requires a unique approach to financial planning, a...

Top Real Estate Agents in Los Angeles

Los Angeles, often referred to as the entertainment capital of the wor...

Bay Area Financial Advisors-Top 10

In 2018, the US Housing and Urban Development rated an income of $117,...

Questions to Ask a Realtor When Buying a House in Los Angeles

If you've been dreaming of trading your rental home for a place to cal...

Top 10 Rated Financial Advisors in San Jose, CA

San Jose, California, is located in Silicon Valley and is home to many...

How to Budget for a House in Los Angeles

For many people in Los Angeles, their home is one of the most expensiv...

How to Invest $1 Million in Real Estate in Los Angeles

Whether you hit the $1 million dollar mark in your account through sav...

Top 12 Financial Advisors in San Francisco

San Francisco is an important global economic center with a GDP of $50...

Top 5 Ways to Invest in Startups

Startups are companies in their early development stages. These compan...

Top Real Estate Agents for Millennials in Los Angeles

Due to its vibrant culture and diverse job market, Los Angeles is a ma...

Liquidity Management for Your Business

A business or company's liquidity is a crucial aspect of its financial...

Things to Look for When Buying a House in Los Angeles

Buying a house in Los Angeles is not only a big achievement but also a...

Buying a House with Cash vs. Mortgage in Los Angeles

In the US, Los Angeles is known to have a very competitive real estate...

Financial Planning for Businesses

In an economy where every dollar counts and competitors are not only s...

Hire a Financial Planner—Pick from the Top 5

Today more than ever, it is much easier to achieve financial freedom. ...

Top Real Estate Agents in Manhattan Beach

Popularly known as the “Pearl of the South Bay”, Manhattan Beach is on...

Picking the Right Investments: Due Diligence for Venture Capital

Year after year, billions of dollars are pumped into numerous startups...

How to Find the Best Luxury Homes for Sale in Los Angeles

Over the years, Los Angeles has grown to become one of the top luxury ...

Partnership: How to Combine Finances After Marriage

Finances turn out to be one of the major causes of disagreements in th...

How to Buy Your First Home in Los Angeles

Navigating the Los Angeles real estate market as a first time homebuye...

How to Invest $100k in Real Estate in Los Angeles

Known for its gorgeous neighborhoods, stunning warm beaches and a thri...

Get Good at Diversified Investments

In an ever changing economy that has recorded great growth as well as ...

How to Become a Homeowner in Los Angeles

Becoming a homeowner is a dream that many people aspire to turn into r...

How to Invest in Startups

Investing in startups requires insights and past experiences. While st...

Best Financial Advisors for Physicians

Despite their high incomes, many physicians face financial struggles a...

How to Choose a Realtor in Los Angeles

Known for its beautiful landscapes and rich blend of cultures, Los Ang...

Top LGBTQ VC Funds

Diversity, equity, and inclusiveness are essential for creating a fair...

Alternative Real Estate Investments: An Investor's Guide

For many people, the word real estate is synonymous with rental proper...

AI Investment: 21st Century's Gold Rush

In today's fast-changing world, artificial intelligence (AI) is transf...

Best Interest Rates for SAs, MMAs, and CDs

What are your financial goals and what financial tools are you conside...

Real Estate vs. Stocks: Which is the Best Investment Option?

As more and more people become familiar with investment as a means to ...

Is Real Estate a Great Investment?

For many investors, real estate investing has been a viable way for th...

How to Invest in Private Equity

In today's ever-evolving financial landscape, private equity investmen...

Financial Advisor Vs. Financial Planner: Any Important Difference?

When it comes to managing your finances and planning for the future, y...

Wholesale Real Estate: Tips for Beginners & Pros

In the current economic times, having a diversified investment portfol...

Stocks vs Shares: their Essential Differences

In the realm of finance and investing, the terms "stocks" and "shares"...

Dividend Income in Wealth Building

In the realm of finance and investment, dividend income holds a pivota...

Wealth Manager Vs. Financial Advisor

In the realm of personal finance, the roles of wealth managers and fin...

Build Wealth in 2 Simple Ways

When contemplating the factors that set the rich apart from the rest, ...

Foreclosure: Definition, How it Works & Ways to Avoid it

Foreclosure refers to the legal process through which a lender takes p...

Financial Advisory Services for You and Your Companies

In a post-modern world characterized by decentralization, complexities...

Private Wealth Management for Affluent and UHNW Individuals

In today's fast-paced world, affluent individuals and ultra-high net w...

10 Top Tips on How to Create Wealth Investing in Real Estate

Investing in real estate has long been recognized as a lucrative inves...

Real Estate Investment Group (REIG): Definition and Pros & Cons

For people looking to get into real estate investing, there are numero...

Financial Advisory: Expertise for Financial Success

In today's fast-paced and complex financial landscape, it's crucial to...

Best Financial Advisors for Nurses

Are you a nurse looking to take charge of your financial future? Wheth...

Your Personal Guide to Managing Wealth Successfully

Managing wealth is a multifaceted endeavor that involves the strategic...

Family Offices Investing: Maximizing Wealth for Future Generations

In the world of wealth management, family offices have emerged as infl...

10 Smart Home Features That Will Increase Your Home Value

In 2023, it is estimated that there are approximately 300 million smar...

First-Time Homebuyer Guide: 10 Useful Tips

Buying a home for the first time can be a thrilling but complex proces...

10 Key Reasons Why You Should Invest in Real Estate

Investing in real estate has long been a proven strategy for wealth cr...

Investment Vehicles Curated for You

Building wealth and achieving our financial goals require selecting th...

Transform Your Life with these Financial Goals Examples

In today's world with its ever increasing demands, managing our financ...

Profitable Forex Trading Strategies for You

Discover the secrets to mastering the Forex market. If you're looking ...

The Pros and Cons of Investing in Commercial Real Estate

Real estate, be it commercial or residential property can be a great a...

How to Calculate ROI in Real Estate Investments

A big motivation for many investors who get into real estate investing...

Financial planning processes simplified for you!

Have you taken interest in planning your financial life but are feelin...

Make the most of your money—discover the best way to invest 10k

Have you got extra 10k to spare for investments? Do you wish to make t...

Practical wealth management solutions for you

Wealth management is not just for the ultra-rich; it's a crucial aspec...

10 Best Homeowners Insurance Companies of 2023

If you're a homeowner, choosing the right homeowners insurance company...

How to Find a Real Estate Agent: Work With the Best

When it comes to buying or selling a property, finding a reliable and ...

Flipping vs Renting: Find the Best Investment Strategy For You

If you're thinking about getting into real estate investing or are alr...

When you leave a job what happens to your 401k?

Quitting your job can be a tough decision, and the financial implicati...

Best Wealth Management Firms

Are you looking for reliable guidance to grow your wealth? In the comp...

Good debt: when it makes sense to borrow

In today's financial landscape, the notion of debt is often associated...

What Parties are Involved When Buying a House?

As a first time home buyer, you're probably wondering who are the key ...

10 Best Real Estate Crowdfunding Platforms

Real estate crowdfunding platforms have emerged as game-changers in th...

New York Real Estate Market: A Window of Opportunity Opens for Smaller Investors

Are you a smaller investor dreaming of making your mark in the bustlin...

Business Acquisition and Mergers

In the ever-evolving landscape of the corporate world, the concept of ...

Black Venture Capital Firms

In the dynamic landscape of venture capital funds, where groundbreakin...

10 Top Real Estate Agents for UHNW Families and Individuals

When it comes to buying or selling luxury properties, ultra high net w...

10 Disruptive Real Estate Technology Trends to Watch Out for

The real estate industry has traditionally been slower to embrace tech...

Fractional Real Estate Investing: A Beginner’s Guide

Real estate has long been recognized as a popular investment asset cla...

Investing in Multifamily Real Estate: The Ultimate Guide

Real estate has long been regarded as a lucrative investment opportuni...

How to sell a business for top dollar

Are you a small business owner looking to embark on the exciting journ...

Business Exit Strategy that Works!

A word for you as a business owner. While business ownership has its o...

Top International Online Brokers In Spain

In the European Union, Spain is among the supreme financial powerhouse...

Top 3 e-commerce stocks you can buy right now

The world rushed to make e-commerce a bigger part of total retail sale...

Best CD Rates for October 2023

If you're looking for a low-risk investment option with a guaranteed r...

Taxation of Cryptocurrency

The explosive growth in cryptocurrency as a digital asset is naturally...

How To Buy Real Estate With Cryptocurrency

Buying real estate with cryptocurrency is becoming increasingly popula...

Passive Real Estate Investing: How to Get Started

For a long time, real estate investing has been a popular way to gener...

Top Fintech Startups

Fintech is a term that you've probably heard before. But what exactly ...

Black Investors

Are you interested in venture capital investments or looking for ways ...

CDs to Invest in for October 2023

If you're looking for a low-risk investment option that can help you g...

What is Digital Real Estate? Should You Invest in it?

Investment in the real estate industry has been a popular way of inves...

Best Cities to Invest in Real Estate in 2023

In 2023, several cities in the U.S. are poised to offer excellent oppo...

AI Companies to Invest In

Artificial intelligence (AI) is rapidly transforming the business land...

Gender Equality in the Home During COVID-19: An Imagined Reality

My parents believe in egalitarianism and equality, (the belief in equa...

What is a Will - Answers to Pass on to Your Children

A will is likely the most important legal document you’ll ever write. ...

Beachfront Properties: Rare Real Estate Locations With Increasing Property Values

Picture this: waking up to the sound of gentle waves crashing against ...

Best School Districts in Los Angeles County

Los Angeles County is home to some of the best school districts in the...

Can You Inherit Debt?

The death of a loved one is a time of mourning and reflection for fami...

Inclusion Consultants

In today's world, diversity and inclusion have become more important t...

Can I Use My 401k to Buy a House: Pros and Cons Outlined

Owning a home is a valid dream for many because it can offer you stabi...

What is Liquidity in Stocks?

In today's fast-paced society, our decisions can have enormous consequ...

Family Office Services

Are family offices only for the super-rich? That's what many people th...

Best Retirement Plans for African Americans

Retirement is a season of life many long for. A time to relax, travel ...

Real Estate Investing: 10 Best Strategies for Beginners and Pros

One popular type of investment among many investors is real estate. Th...

Halal Investing

With the rise of ethical investing, more and more people are looking f...

History of Women in Real Estate in the US

This historical analysis examines the role of women in the real estate...

Pros and Cons of Solo vs Group Real Estate Investing

Learn more about the basics of real estate investing; and the pros and...

Commercial Real Estate Investing

A beginner’s guide on how to get started in commercial real estate inv...

Retirement Planning Advisors

Retirement is a significant life event that requires careful planning ...

Best Retirement Plans for African Americans

Retirement is a season of life many long for. A time to relax, travel ...

Black Financial Advisors: African American Finance Experts Closing the Wealth Gap

The current American drive to address the racial wealth gap continues ...

10 Pros and Cons of Living in the San Francisco Bay Area

The Bay Area, also known as the San Francisco Bay Area, is located in ...

Investing in Black-owned Companies? Top 7 Black-owned Investment Firms to Work With

Investing in Black-owned Companies? Top 7 Black-owned Investment Firms...

Family Offices, ESG and Impact Investing

High net worth individuals and families regularly seek to preserve the...

Hotel Investing: 10 Reasons Why You Should Invest in Hotels

When it comes to money matters, investments is probably one of the mos...

Financial Plans: Managing Sudden Wealth

Imagine you just received a large inheritance or won the lottery, and ...

5 Top Black Real Estate Associations in the United States

Black home ownership in the U.S. has been an issue of contention for a...

Wealth Advisors: Trusted Guides for Ultra High Net Worth Individuals

According to a survey by an exchange-traded fund company in New York, ...

10 Best Women Financial Planners

For a long time, the finance industry has been male-dominated but thin...

Best Financial Advisors for Entertainers

Entertainers face financial challenges and opportunities that are diff...

Financial Plan Roadmap for a Stress free Life

Financial freedom and financial security are major goals of Gen-Zs, Mi...

Family Wealth Managers: the Role of Family Offices

The current explosion in the number of ultra high net worth (UHNW) ind...

Best Financial Advisors for Family Offices

Today's ultra high net worth (UHNW) individuals and families continue ...

What to Do with a 100k Inheritance: Turn $100k into 1 Million Dollars

Researchers have found that 30% to 40% of households eventually receiv...

Top 10 Queer Friendly Real Estate Agents

Living in a digital era comes with many changes, be it in our personal...

Why Social Media Influencers Need Financial Advisors

Creatives and influencers do not need to get a finance manager from da...

What to do With a Large Inheritance: Working with a Financial Advisor

Receiving a large inheritance can be a life changing event. However, e...

Financial Planning for Social Media Influencers

Top social media influencers have really large followings, and they ge...

Top 10 Real Estate Agents for Entertainers

The real estate industry has grown over the years and many top notch r...

The Black Travel Movement: How and Why It's Gaining Momentum

The Black Travel Movement which is also referred to as "Black Tourism"...

10 Tips on How to Choose the Best Real Estate Agent for You

Buying a home, be it your first or 3rd one, is a big financial decisio...

What Are Family Offices Investing In?

Traditional family offices were developed for wealth management purpos...

What To Do With an Inheritance

Depending on its worth, receiving an inheritance can be a life-changin...

The Value of a Family Office

High net-worth families in today's global society have numerous aspect...

Best Financial Advisors for Athletes

A typical combination of top performance, quick cash windfalls, as wel...

Top Performing Fund Managers

2022 was a brutal year economically, with several stocks falling to th...

What is a Family Office and is Your Family in Need of One?

Family wealth is often a complex matter as there are many financial as...

Best Personal Financial Advisors for Lottery Winners in California

If you just won the lottery, you're probably happy, excited and maybe ...

Best Financial Advisory Firms for Lottery Winners

You've just won the lottery. You're happy, shocked, maybe a little ove...

How Racism and Stereotypes in Finance Impact the Lives of Black Women Whitepaper

We analyze the ratio of Black women currently in America, their repres...

Funding Across The BIPOC Investment Community Whitepaper

Small businesses in the U.S. are the key drivers of the U.S. economy a...

Why Are Gas Prices So High?

Gas prices have been so high over the past few months. The condition n...

Bull vs Bear market: What Investors Should Know

Regardless of whether you're a small individual investor or a big inst...

7 Real Estate Investing Trends To Watch In 2023

Real estate investing is an ever-changing industry, with trends and de...

10 Smart Ways To Spend Your Lottery Winnings

If you won the lottery today, what's the first thing that you'd buy or...

10 Black Real Estate Moguls That You Need To Know

The real estate industry is one of the most lucrative and competitive ...

Top 10 Black Owned Real Estate Companies

Real estate is a highly lucrative industry that has historically been ...

How To Invest In Real Estate: 5 Simple Ways

Real estate has been a popular investment option among many investors ...

What Is A REIT (Real Estate Investment Trust)?

Real estate is becoming an increasingly popular investment choice for ...

Top 10 Luxury Travel Destinations In The World

Luxury travel is a way to indulge in the finest things life has to off...

What Is A Private Resort And Is It Worth It?

Vacation! Just the sound of that word stirs up excitement, doesn't it...

Timeshares vs. Vacation Clubs vs. Travel Clubs - Is There A Difference?

Time and again, you've heard the terms timeshares, vacation clubs and ...

Are All-Inclusive Resorts Worth it?

For many, planning a holiday is one of the most exciting things to do....

10 Reasons To Consider Staying At A Vacation Rental Vs A Hotel

Picture this, you and your friends/ family have been dreaming about go...

10 Best Personal Finance Podcasts In 2023

Over the years, uptake of financial information has been on the rise. ...

The Future Of Cryptocurrency And Trends To Watch Out For In 2022 And Beyond

In many ways, 2021 was a revolutionary year for the crypto industry, w...

African American Owned Hedge Funds That You Must Know About

The numbers are in, and they are gut-wrenching. The latest data from t...

Top Black Female-Owned Businesses

The world of entrepreneurship is an exciting and challenging one for b...

Top 10 Financial Planning Software For Financial Advisors

You've probably heard of financial planning software and perhaps you'v...

Excellent Black Investors

For a long time, Black people in America have faced numerous challenge...

Women and Money: Financial Steps for Life

As the gender pay gap widens and the cost of living continues to shoot...

What Is a Donor-Advised Fund?

Learn how donor-advised funds work to help boost your charitable givin...

What Is a Balanced Portfolio?

Most financial advisors will recommend you should have a balanced port...

Helping Parents With Retirement: Time for Some Awkward Questions

I’m becoming increasingly worried about my parent’s retirement. And I,...

Why Should I Invest?

Regardless of economic background or walk of life, most individuals ma...

A Bed, a Bank, and a Budget: How to Build a Financially Responsible Marriage

Predictability and steadfastness are key ingredients for a solid futur...

6 Not-So-Famous Philanthropists You Should Know

Philanthropy is an important part of society, and many well-known indi...

Why is Financial Literacy Important

Do you know what to do to fix poor credit scores? Are you familiar wit...

10 Mistakes to Avoid When Considering Life Insurance

Taking out a life insurance policy can be a smart financial move. Ensu...

The Ultimate Guide to Real Estate Investing: Everything You Need to Know as a Beginner

When you hear the word investing, you probably think of stocks, bonds,...

How to Pay for Private School on a Tight Budget

Given the choice, parents are more likely to be satisfied by sending t...

Investing Mistakes: The Best I’ve Ever Made

If you don’t try, you won’t grow: This investor has learned the most f...

An Investor’s Guide on How to Read Stock Charts

Stock charts may look confusing, but once you understand how they work...

Are African Americans Struggling With Money?

There are 44 million African Americans in the U.S., and it seems their...

Setting New Financial Goals After Paying Off Debt

At the time of writing, I am witnessing the beginning of my life after...

Top Personal Debt Management Apps

Personal debt can be overwhelming, and managing it effectively is cruc...

Black Owned Mortgage Companies That Will Come to Your Aid

Black-owned mortgage companies are friends-in-need among the black com...

Comprehensive Guide to Black Owned Investment Firms

Black investors have consistently been underrepresented in the U.S. st...

Top 7 Venture Capital Firms

The world of venture capital is a fascinating and ever-evolving one, a...

Legendary Women In Banking

Banking has traditionally been a male-dominated industry, with women o...

Impact Investing

Be the change you wish to see in the world. Most of us have heard this...

How to Invest 2 Million Dollars for Income

Just hit your $2 million savings target? Just sold your business? Just...

NFT Investing

Want to try something other than traditional investing methods? Have y...

Successful Black Venture Capitalists

For a long time, the venture capital ecosystem has been associated wit...

Top Venture Capital Firms

Venture capital firms are the lifeblood of the startup ecosystem, fuel...

How To Invest 1 Million US Dollars

Paying off debt, creating emergency funds and planning for retirement ...

10 Famous Women Investors

Throughout history, women have made significant contributions to the w...

Famous Female Realtors In California

In recent years, the real estate industry has seen an increase in the ...

顶级华裔美国财务顾问

美国的亚裔人口非常多样化,有创纪录的 2200 万亚裔美国人,他们的根源可以追溯到东亚和东南亚以及印度次大陆的 20 多个国家。到 2000...

Top Chinese American Financial Advisors

If you're looking for a financial advisor who can provide customized i...

Top Chinese Speaking Investment Firms

Globalization has played a huge role in opening up the world in variou...

Leading Black Realtors

In recent years, the real estate industry has seen a surge in the numb...

Remarkable Women At The Forefront of Luxury Real Estate

Real estate was once a very male-dominated industry but things have ta...

Top 10 Women In Real Estate

The number of women realtors has significantly increased in the 21st c...

Top African American Women Real Estate Agents

Buying or selling property is a big step. When choosing to invest in r...

Impact Investment Firms

Impact investing is a strategy that aims to create positive and benefi...

Best Black-Owned Banks For Small Businesses

A Black-owned bank is a for-profit banking institution whereby a large...

Black-owned Mortgage Companies

A mortgage company is a financial institution whose principal activity...

Compañías Hipotecarias de Propiedad Negra

Una compañía hipotecaria es una institución financiera cuya actividad ...

Black Wealth Managers

As the racial wealth gap continues to widen in the United States, the ...

Gestores de patrimonio negro

La gestión de patrimonios es uno de los servicios financieros de la as...

Compañías de seguros de vida de propiedad negra

El seguro de vida es un contrato legal entre el tomador del seguro de ...

Black-owned Life Insurance Companies

Life insurance is a legal contract between a life insurance policyhold...

Asesoras financieras famosas

Un asesor financiero es un profesional que proporciona asesoramiento o...

Famous Female Financial Advisors

The investment industry is rapidly changing as more women become afflu...

Blogueros financieros afroamericanos

Un blog financiero es una plataforma o foro en línea que transmite inf...

African American Financial Bloggers

A financial blog is an online platform or forum that relays relevant f...

Consultoría de Diversidad, Equidad e Inclusión

La diversidad es la presencia y representación de una población en lo ...

Black Owned Investment Firms

For this type of fund, a major part of the investment funds belongs to...

Empresas de inversión de propiedad negra

Un fondo de inversión es un conjunto de capital que pertenece a numero...

The Growing Need for African American Financial Advisors in the USA

Professional opportunities in the financial planning industry are incr...

Black Owned Financial Firms

Finance is a major part of any economy. For sustainability in this day...

Black-Owned Banks

Black-owned banks have a long and complex history in the United States...

Recognizing Investopedia's Best Black Financial Advisors (Based in California)

Announcing the Most Influential Advisors of 2021 The past year has be...

The Importance Of ESG - Environmental Social and Governance

ESG stands for Environmental, Social, and Governance. These three fact...

4th Quarter

October marks the last quarter of 2020. Despite the circumstances,…

Will Apple Fitness+ Hurt Peloton?

My thoughts on Apple Fitness+ and Peloton.

Tiktok & Oracle

My thoughts on TikTok & why I invest in Oracle.

A Deeper Look at Workhorse

My thoughts on Workhorse (WKHS)

Managing Total Risk

When I started Bay Street, I wanted to make sure it was clear to clien...

Investing Through the Lens of History

Bay Street’s statements are not an endorsement or a recommendation to ...

Understanding Retirement Plan Fees

To register for our May 9th webinar, click here.

Lens of History Fund 270-Day Performance

Hey prudent investor, Bay Street’s total fund appreciated by $400,599 ...

Lens of History Fund April 2020 Performance

Bay Street’s total fund appreciated by $400,599 from 4/1 to 4/30. We a...

LOHF & Understanding Opportunity Zones

Hey prudent investor, This week’s commentary highlights investments in...

Bay Street Performance Year to Date

Good afternoon everyone, Today, once again, the market is trending dow...

“G” IS JUST ONE PART OF THE ESG STORY

When it comes to ESG (environmental, social and governance) investing,...

CSR, ESG, SRI and Why All Companies Should Care

If you do much reading about Corporate Social Responsibility (CSR), un...

Getting Around the Venture Capital Gender Gap

The biggest obstacle to starting your own business is money. You need ...

The Biggest Mistakes Business Owners Make with 401(k) Plans

When Aaron Schumm showed me the software he had built to enable financ...

Finding a Financial Advisor Who Puts You First – Barron’s

Reliable, conflict-free advice. That’s what you usually want when you ...

5 Retirement-Planning Blind Spots

Your portfolio balance has gotten larger and larger. You’ve crunched t...

Anjali Sud was rejected from dozens of investment banks. Now she’s the CEO of Vimeo

As a senior at the University of Pennsylvania’s Wharton business schoo...

[INTERVIEW] Timing is secret to startup success: Refactor Capital founder

It is one of the most complicated questions in the venture industry. E...

Ten Female Founded Venture Capital Funds You Should Have In Your Network

“Networks bring ideas and innovation to life – including connecting in...

Confessions of an Institutional Investor

Josh here – the other day I did a post about the amazing complexity an...

(1) New ETFs Let Anyone Invest In Companies Empowering Women & Minorities | LinkedIn

“The evolution of the impact investing market took another step forwar...

Evaluating Recent Fundamental Trends in Chinese Ex-State-Owned Enterprises

“Evaluating Recent Fundamental Trends in Chinese Ex-State-Owned Enterp...

Give yourself a performance review right now. Here’s how

“It’s easier to make a case for a raise and promotion when you have a ...

The investment policy statement tightrope | Fiduciary Matters

“A well-crafted investment policy statement can be one of your most ef...

Russell Investments United States | Multi-Asset Solutions

“For retirement plan sponsors, non-profits and consultants seeking new...

Goldman Sachs to invest $500 million in women-run companies

“Goldman Sachs Group Inc will pump $500 million into companies led, fo...

Black men are succeeding in America | LinkedIn

“In recent years, much of the racial news in America has been sobering...

Eligible Rollover Distributions (ERDs) • financialducksinarow.com

“So, what funds can be rolled over from your qualified retirement plan...

American Retirement Association

“American Retirement Association members come from all corners of the ...

HBCU Money’s 2017 Top 10 HBCU Endowments

“HBCU endowments after a sluggish few years have bounced back with a s...

SEC Enforcement Actions Against RIAs on the Rise

Triad Advisors, an independent broker/dealer subsidiary of Ladenburg T...

Barron’s Best Fund Families

Just about everyone seemed to be a winner in 2017. Although the year s...

Jackson National to settle 401(k) self-dealing lawsuit for $4.5 million

Jackson National Life Insurance Co. has reached a $4.5 million settlem...