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Managing your wealth is important. But how?

The 3-bucket method tells us to mentally organize our wealth allocation into 3 categories: cash, real-estate, and investments.

In this episode, I will explain how each bucket carries its own unique risk profile and how it should be managed differently.

~Afik Tori

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The 2024 presidential election was historic, both politically and financially!

Markets experienced a three-facet shock across equities, treasury bonds, and bitcoin.

What can this simultaneous shift in asset pricing teach us about markets' reactions to election day?

~Afik Tori

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Think you know options?

Whether retail or professional, it is imperative to understand the two most popular asset classes within the derivatives space.

In today's episode, we will deep dive into futures and options, what they're used for, components of pricing, and of course, we will make it simple!

~Afik Tori

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AI is beginning to make a noticeable impact on how we see our future. Financial markets have definitely expressed their enthusiasm this past week with AI stocks enjoying significant upside. Now all that's left for us to do is decide whether this is a warranted rally or just another short-lived craze.

~Afik Tori

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Over the past month, we have witnessed record outflows from small to mid-sized banks into money market funds. As investors, it is crucial for us to understand what money market funds are and why they have attracted billions of dollars worth of bank deposits. With this dramatic and historical shift in mind, I will compare the bull versus bear case for stocks investors face today.

~Afik Tori

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Silicon Valley Bank's collapse is the second biggest bank failure in US history. This story includes aspects of the banking sector, accounting, risk management, bond portfolio allocation, and more. What chain of events led to this potentially devastating situation, and what are the main takeaways for investors?

~Afik Tori

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ETFs are one of the most useful tools in constructing strategically diversified portfolios. But first, we need to understand how they work and what details to pay attention to. Especially with 2023 approaching.

~Afik Tori

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Today we will focus on the important elements of inflation. Specifically, we will dissect the CPI and become familiarized with market trends related to inflation.

~Afik Tori

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Today's episode will focus on how investment banks and hedge funds decide on stock price valuations. We're here to make it simple!

~Afik Tori

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This past week we had a key interest rate decision announcement by the Federal Reserve affecting all markets. Let's make it simple!

~Afik Tori