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Saturday, December 16, 2023

Folks, the 2023 financial markets were like watching a drunken ballet on a trampoline – graceful, but one wrong hop away from total disaster! Inflation was hotter than a chili cook-off in Hades, interest rates climbed higher...

Tuesday, October 24, 2023

Snickers! Skittles! Starbursts! While we have our favorites, we are equal-opportunity candy lovers, undoubtedly in the same way you are. But you can ingest only so many M&Ms before it’s time to get back to normal. Luckily, there...

Friday, September 8, 2023

Learn how a Roth IRA conversion can save you taxes and grow your wealth in retirement. Discover the benefits, factors to consider, and how a Roth IRA conversion analysis can help you plan your financial future.

Sunday, August 27, 2023

Hurricanes are powerful and unpredictable natural disasters that can cause significant damage to your home, business, and finances. According to the National Oceanic and Atmospheric Administration (NOAA), the 2023 Atlantic hurricane...

Saturday, July 8, 2023

In today's world, having access to cash is an essential part of any financial plan. It gives you the freedom and flexibility to make the most of opportunities that come your way while also providing a safety net for when the unexpected...

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Thursday, July 6, 2023

As a beginner investor, it's important to understand the role of custodians in managing investment portfolios. Custodian banks play a crucial role in safeguarding your financial assets and providing access to a wide range of financial...

Tuesday, July 4, 2023

Private debt can be a valuable addition to an investment portfolio, offering diversification and potentially higher returns than traditional fixed-income securities. In this blog post, we'll explore what private debt is, why you should...

Sunday, June 11, 2023

Are you a high net worth investor seeking to achieve diversification in your investment portfolio? In uncertain times, public markets have been challenged to deliver meaningful returns. This is where private equity comes in. With a...

Thursday, June 8, 2023

Fixed deferred annuities can be a valuable way to save for retirement and protect your investment. However, it is important to understand the benefits and drawbacks before making a decision. In this blog post, we will explore...

Tuesday, June 6, 2023

As high net worth individuals, you understand the value of your assets. But have you considered your digital assets? In today's digital age, they are just as important and should be protected with just as much care as your physical...

Friday, May 26, 2023

The debt ceiling charade debate has been making headlines lately, and understandably so. The prospect of defaulting on our debt is a frightening one, with potentially disastrous consequences. Bonds and stocks would decline, and even...

Friday, May 19, 2023

After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1. There’s nothing like an impending deadline to force...

Friday, April 28, 2023

As an investor, the goal of investing is to grow and safeguard your wealth. However, building a successful investment strategy can be challenging and time-consuming, especially when you lack the expertise and experience in financial...

Friday, March 31, 2023

As the CEO of Intellicapital Advisors LLC, I have seen firsthand how investing can be a powerful tool for wealth creation. But with so many investment options available, it can be tough to know which ones will yield the best returns....

Wednesday, March 29, 2023

In today's world, where finances are a key aspect of our lives, it is essential to have a close relationship with a trusted financial advisor. This relationship is not only important for managing your finances but also for ensuring...

Thursday, March 23, 2023

As a male business owner, I recognize the importance of Women's History Month and the need to celebrate and recognize the contributions of women to society, particularly in the realm of entrepreneurship. Women have played a crucial...

Thursday, March 23, 2023

As financial advisors, our clients' best interests should always be at the forefront of our decision-making process. With the implementation of laws and regulations such as the Best Interest Rule and Form CRS, it is essential to ensure...

Tuesday, March 21, 2023

As the financial markets sort through the banking sector's issues, speculators have adjusted their outlook for interest rates for 2023 and beyond.In the first table, you can see that on March 3, speculators were expecting the Federal...

Tuesday, March 21, 2023

March is Women's History Month, a time to recognize the remarkable contributions of women throughout history. This year's theme is "Celebrating Women Who Tell Our Stories," We're honored to share a few examples of women who continue to...

Sunday, March 19, 2023

Protecting your financial capital from inflation and other market risks requires a well-diversified investment portfolio that balances opportunity and risk. At Intellicapital, we understand the importance of managing risk and maximizing

Saturday, March 18, 2023

As we approach retirement age, the importance of effective wealth management and investment strategy becomes increasingly crucial. Despite the plethora of retirement savings options and investment opportunities available, it can be challeng