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What is Bitcoin?

Part 1 of 4

How Does Bitcoin Get Its Value?

Part 2 of 4

What Are the Risks of Bitcoin?

Part 3 of 4

Covered Call Option Basics

The Good, The Bad & The Ugly

May 24, 2021
Video Podcast

A weekly Video Podcast covering the news, finance and more.

Marcus Bickle
May 19, 2021
Video Podcast

A weekly Video Podcast covering the news, finance and more.

Dennis Nelson
May 10, 2021
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A weekly Video Podcast covering the news, finance and more.

Marcus Bickle
April 26, 2021
Video Podcast

A weekly Video Podcast covering the news, finance and more.

Dawn Litchfiel…
April 12, 2021
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A weekly Video Podcast covering the news, finance and more.

Marcus Bickle
March 29, 2021
Video Podcast

A weekly Video Podcast covering the news, finance and more.

Dawn Litchfiel…
March 22, 2021
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A weekly Video Podcast covering the news, finance and more.

Dawn Litchfiel…
March 15, 2021
Video Podcast

A weekly Video Podcast covering the news, finance and more.

Dawn Litchfiel…
March 8, 2021
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A weekly Video Podcast covering the news, finance and more.

Marcus Bickle
March 1, 2021
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A weekly Video Podcast covering the news, finance and more.

Dawn Litchfiel…
June 8, 2021
Kinkead's Korner
You've probably received some sort of survey in your email recently ... you know the drill. Please tell us how satisfied you were from 1-10,with 10 being absolutely amazed with the service. How about portfolio risk? Well, you can put a number to your portfolio's risk by using a metric called "Beta". Beta measures the sensitivity of your portfolio to market benchmarks like the S&P 500. For this comparison, the S&P 500 index is given a Beta of 1.00 as a baseline. Let's say that your growth mutual fund has a calculated Beta of 1.20. Compared to the S&P's of 1.00 there's a 0.20 difference implying that your portfolio is 20% more volatile (riskier) than the index. And a Beta of 0.80 implies a 20% less volatile portfolio. Our Enhanced Dividend portfolio has a Beta of 0.62 implying much less risk than the S&P 500. Call me and let's calculate the Beta of your portfolio at (239) 261-4800.
John Kinkead
June 2, 2021
Kinkead's Korner
Summer is the time to hit the open road and explore this big country. But with epic drives can come epic expenses - make sure you don't let unexpected costs creep in while planning the perfect road trip. The following articles have some good tips for summer trips.
John Kinkead
May 20, 2021
Kinkead's Korner
First, hire a fiduciary. This is an Advisor that is ethically bound to act in your best interest and usually eliminates any conflicts of interest. Also, sit down with a few Advisors to get a feel for how they operate and how they are paid for their service. Next, ask yourself, "what is my main objective here?". Many investors hire Advisors that are focused heavily on growth when considerations should be given to strategic income too. Since not all Advisors have specialties, look for those who do and fit your main objective. 
John Kinkead
May 12, 2021
Kinkead's Korner
Systemic risk is defined as risk that affects the performance of the whole stock market simultaneously and cannot be eliminated or controlled by diversification. Unsystematic risk, on the other hand, is the risk associated with a particular stock and it can be mitigated somewhat by diversification. However, as investors we notice that diversification does little to protect a portfolio in down markets. 
John Kinkead
April 28, 2021
Kinkead's Korner
One of my goals in this newsletter is to engage you with useful content and discussion regarding investment portfolio management. Ask yourself these three questions to reveal how portfolio literate you are.
John Kinkead
April 20, 2021
Kinkead's Korner
When the government plans for tax breaks it also plans for increased tax revenue from another side of the equation to balance it all out. Lately, the talk has been focused around the current economic spending and the revenue that will be required to pay for it all.
John Kinkead
April 14, 2021
Kinkead's Korner
April is financial literacy month, and it’s a great coincidence that this month is also the time when many people are planting seeds in the ground, hoping for a lush summer garden and dreaming of a huge fall harvest. Growing something large and beautiful from a small seed is a fantastic analogy for what you are planning for your future when you invest in yourself and share your knowledge with loved ones. 
John Kinkead
April 6, 2021
Kinkead's Korner
The historical bull market, correction coming, beware of inflation - you may be seeing these words in headlines lately. About a year after the unprecedented market events of spring 2020, the economy is recovering, but there is a lot of debate about how exactly the recovery will work. 
John Kinkead
March 2, 2021
Kinkead's Korner
With no required minimum distributions and tax -free withdrawals, the Roth IRA is a great instrument for retirement. If you're in the 22% Federal tax bracket then 22% of all of your Traditional IRA withdrawals are owed to the IRS while withdrawals from a Roth are all yours.
John Kinkead
February 16, 2021
Kinkead's Korner
I found some unique software that allows you to put in your annual income, state of residence and your tax filing status and then it compares your current tax for dividends, IRA withdrawals, capital gains and Federal Taxes to the "talked about" Biden tax plan.
John Kinkead

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