In this episode, we tackle a few more interesting topics facing investors, like the concept of Non-Fungible Tokens (NFT) and a Special Purpose Acquisition Company (SPACs). We also spend some time on the growing issues facing the economy like inflation, rates, and taxes. The intention for these episodes is to provide some brief clarity and understanding of our take on current market-related topics. For further reading, here are few great articles:
Charlie Munger and Warren Buffett on Bitcoin - Yahoo! Finance
Jurrien Timmer from Fidelity on whether or not Bitcoin belongs in your portfolio - Fidelity Investments
NFTs, Explained - The Verge
In this episode we sit down with Stacy Murray to discuss the strategies and benefits behind Roth IRA conversions. With President Biden and Congress looking at a federal tax increase in 2021, this may be the time to consider converting savings from a traditional IRA into a Roth account for tax friendly features that benefit retirees and their families. Stacy is a Certified Public Accountant and continues to be an invaluable addition our team of advisors.
View Stacy's Article on Roth IRAs
We are back with the second half of our conversation with Infinity Capital. As we discussed, they serve the unique needs of middle-market businesses and their stakeholders. Headquartered in Oklahoma City, they provide bespoke solutions through investment banking and advisory services to founders, owners, and investors of privately held businesses. Evan and Bryan, two of the managing partners, pick up where we left off and continue our discussion about their specific industry and how they tailor every solution to meet each clients specific needs.
Michael Mauboussin article - Public to Private Equity in the United States: A Long-Term Look
Journal Record Reader Rankings - Give us your Vote!
For more information on Inifinity, please visit Infinity Capital Partners.