Money @ Mulholland & Kuperstock Asset Management

Crypto Curious

How did a real estate accountant in Los Angeles catch the bitcoin bug? Should investors add bitcoin to their portfolio? What practical considerations should investors be aware of if they do dip their toe into crypto? Our guest, Aviram Benito offers his opinions and advice.

A Conversation with Fixed Income Hall of Famer Marty Fridson

What can you learn about investing from Roger Federer? When should you add high-yield bonds to your portfolio? Tune in to find out. Plus, bonus career tips for new entrants into the field of finance.

MKAM Market Review

Stocks are at all time highs. Bonds are bouncing around. We will have a new President next month. And a new Treasury Secretary has been nominated. Curious how to invest amidst all these developments? Tune in to find out.

Why Doctors Should Have Cash Balance Plans (with Phuong Jennings)

Designed to build $3.5M in wealth over 10 years, cash balance plans are 10X 401K's allowing participants to make tax deductible contributions of hundreds of thousands of dollars per year. Interested to cut your tax bill in half? Just push play.

Time to Go to Japan

Bitcoin is a top ten "currency". Gold outperformed the S&P 500 over the past 5 years. The Japanese Yen is at all-time lows versus the dollar. 20% of US households are planning to travel abroad over the next 6 months. After interest rates rose from 0% to 5%, asset markets have produced some surprising results. Tune in to our Q1 2024 market review to learn more.