Investing Finance

The Tax-Advantaged Qualified Longevity Annuity Contract (QLAC) could give you cash flow during retirement. If you’re worried about running out of money during retirement, you might want to consider buying a Qualified Longevity Annuity Contract or QLAC for short. An annuity is an insurance contract you can buy to provide a steady income. This could […]

Don’t delay to make contributions to your Traditional IRA or Roth IRA, Health Savings Account (HSA), and 401k! Add me on Instagram: michellemarki If you max out these retirement accounts, you can make the most of compounding your investments and retire fabulously one day! Since it’s never too early to start saving and investing for

I give you the key takeaways of Warren Buffett’s 2023 Berkshire Hathaway shareholder letter that came out on February 24, 2024. What will Buffett do with $168 billion cash?! On the very first page, Buffett shared a beautiful tribute to the late Charlie Munger, whom he called the “Architect of Berkshire Hathaway.” Buffett always writes

I discuss the latest investing activities of superinvestors as of Q4 2023, including the late Charlie Munger’s Daily Journal holdings. While Charlie Munger was no longer the Chairman of Daily Journal at the time of his passing in November 2023, sites like Dataroma still attribute the 13F filing of DJCO to one of the best

The best 70 high yield interest bank accounts I found in February 2024 before the Fed cuts rates! Bank interest yields are probably at their peak in offering 5%+ interest rate across money market, savings, and checking accounts. When I last did a video about the highest yielding interest accounts in August 2023, many banks

My friend Gabe and I discussed how the Magnificent 7 stocks are skyrocketing in the stock market as of early 2024. Gabe and I cover the latest happenings with Microsoft, Apple, Alphabet (Google), Amazon, Nvidia, Meta, and Tesla as many of them had earnings and financial performances that catapulted most of their stock prices up

I discuss my current investing outlook for 2024 and planning to be more aggressive in stocks. I reflect on the investing decisions I made in 2023 and how I’m planning to make better decisions in my investment portfolio in 2024 by being less defensive. Though the S&P 500 returned 26% including dividends last year, the

Alejandro and Michelle discuss Nvidia, the “envy” of semiconductor companies. Alejandro shared his financial analysis of Nvidia’s balance sheet, debt, and cash flows. CEO and Founder Jensen Huang fostered a culture at Nvidia that enabled it to succeed beyond many in the semiconductor industry. In leading the AI/ML charge with its graphics cards (e.g. GPU),

Alejandro and Michelle discuss Facebook/Meta, the social media company whose stock price has quadrupled since its $90 low in 2022. Alejandro shared his financial analysis of Facebook’s balance sheet and cash flows. CEO Mark Zuckerberg has a big audacious goal of bringing the metaverse to the masses, but heavy losses in this venture had weighed

Alejandro and Michelle discuss Microsoft, the second most dominant tech company on the stock market. Alejandro shared his financial analysis of Microsoft’s balance sheet and cash flows. We discussed how Microsoft recently acquired Activision Blizzard and how some investors took advantage of that arbitrage opportunity in 2023. With Microsoft not too far away from a