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Borrowing Against Your Portfolio: How to Raise Cash Without Triggering IRMAA
You need a large sum of cash.
Jul 8
•
Jeff Martinez, CRPC®
2
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The First American Investment Was America Itself
What the founding of U.S. capital markets still teaches us, 250 years on.
Jul 3
•
Jeff Martinez, CRPC®
1
1
What Is IRMAA?
The Medicare Surcharge That Catches High-Income Retirees Off Guard
Jun 26
•
Jeff Martinez, CRPC®
1
The SEC Wants to Hear From You on Semiannual Reporting
The SEC has proposed letting public companies report twice a year on a new Form 10-S instead of filing three quarterly 10-Qs.
Jun 25
•
Jeff Martinez, CRPC®
2
Walking on the Moon: The Psychology of the SpaceX IPO
The largest IPO in history is a test of investor psychology. Three kinds of investor will reach for the same stock, and the same handful of fears will…
Jun 11
•
Jeff Martinez, CRPC®
1
The Trillion-Dollar Door Swings Open
For two centuries, going public meant asking the market for permission to grow.
Jun 2
•
Jeff Martinez, CRPC®
1
Nightmare on Medicare Street: How I Stopped Screaming and Started Smiling at 65
Picture it.
Apr 25
•
Jeff Martinez, CRPC®
2
The Crypto Wars
A Blow to the Wall St Cartels
Mar 20
•
Jeff Martinez, CRPC®
1
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