Asset Management Group, Inc

Moise Piram explores the pros and cons of running to safety with I-Bonds and TIPS (Treasury Inflation-Protected Securities) during times of high inflation and market volatility. CloudVestors See omnystudio.com/listener for privacy information.

Mo Piram of CloudVestors and cloudvestors.com addresses the volatile times we are experiencing in the markets in 2022.  He explains why we are here and how we should react while warning against making emotional decisions.  Mo also talks about the need to explore safer strategies and proper diversification during high volatility to help cut down on your risk. CloudVestors See omnystudio.com/listene...

Mo covers Roth IRA and its use as a proactive tax strategy plus other ways to utilize Roth in your overall financial plan. CloudVestors See omnystudio.com/listener for privacy information.

Mo covers the issue of trust in the relationship between financial advisor and client.  He covers knowledge, integrity, proper communication, and acting in the client's best interest.  He also notes that there needs to be an element of trust in the client's follow through with recommendations. CloudVestors See omnystudio.com/listener for privacy information.

Mo is in a travel frame of mind as he records the podcast on his family vacation.  He talks about the things to consider when planning the getaway such as accommodations, mode of travel, and basically where your budget allows you to go.  He also talks about planning ahead and saving for the vacation to eliminate overuse of the credit card. CloudVestors See omnystudio.com/listener for privacy infor...

Mo talks to anyone who may have an interest in using a robo-advisor in their investment life.  He explains for whom and how they should possibly approach this.  He also explores factors such as the amount of money to invest and complexities of your financial life as he suggests taking a piecemeal approach.  He also extols the values of working with a human being who would have a better sense of yo...

Mo offers tips on identifying your financial goals and documenting them.  He also covers how to track your progress in your overall financial goals and in each individual one. Vist the CloudVestors website below for more information on the firm and to schedule an appointment. CloudVestors See omnystudio.com/listener for privacy information.

Mo goes crypto with a look at the growing interest in cryptocurrency.  Is it something you should consider?  Should you have a firm grasp of it first?  Mo answers these questions along with looking at how you should approach cryptocurrency in your financial plan. You can learn more about CloudVestors and reach out to Mo by checking out the website below. CloudVestors See omnystudio.com/listener fo...

Mo explains the difference between a market crash and a market correction and talks about how to fortify your portfolio in the event of either.  He talks about the factors that determine whether or not we are in a recession and again covers various strategies to employ depending on your age and your appetite for risk. You can reach Moise Piram at the CloudVestors website below. CloudVestors See om...

We'll wrap up first quarter 2022 at the end of March.  Mo goes over your first quarter report card.  Topics discussed include your credit, your budget, tax preparation, and how to strategize in the midst of high inflation and market volatility. You can reach Moise Piram and the CloudVestors team at the website below. CloudVestors See omnystudio.com/listener for privacy information.

Mo talks about the Russian invasion of Ukraine and how it has and could impact the markets and the U.S. economy.  He addresses what you should consider as you review portfolio.  You can contact Moise Piram and the team by visiting the CloudVestors website below. CloudVestors See omnystudio.com/listener for privacy information.

We're going through times of volatility and it's creating a lot of uncertainty.  What moves should you consider in your financial life to play the cards we're being dealt?  Mo covers some good moves and strategies to possibly employ with volatility in the markets and high inflation.  The conversation spans the different periods of a person's financial life. You can reach Moise Piram and the team b...

Mo covers things to consider to foster a harmonious financial relationship for couples.  He stresses the importance of openness and proper communication so couples can be on the same page.  Mo talks about shared financial goals, investment strategies, family planning, legacy planning, and how to break down the finances between joint accounts and separate accounts. CloudVestors See omnystudio.com/l...

We're seeing it.  Inflation like we haven't seen in decades.  How do we combat high inflation?  How do we not let it eat away at our savings and stop it from interrupting our investment strategies.  Mo takes at look at possible solutions and also talks about ways to play the investment game with the cards we've been dealt. CloudVestors See omnystudio.com/listener for privacy information.

What has caused the volatility in the markets so far in 2022?  Mo explains the uncertainty of the actions of the Fed regarding interest rates, inflation, and even world events and the role of each in making the markets jittery.  He also looks ahead for the rest of 2022 and talks about how he feels about the rest of the year. CloudVestors See omnystudio.com/listener for privacy information.

Mo takes a look at economic indicators for 2022 such as the stock market, inflation, interest rates, unemployment, and more.  He also takes a look at what strategies should be considered in light of these financial factors. CloudVestors See omnystudio.com/listener for privacy information.

Mo covers what to expect for 2021 taxes including income brackets and rates for 2021 and looking ahead to 2022.  He also discusses the standard deduction, deductions and credits available, charitable deductions, and more.  Mo also talks about the IRA strategy still available for 2021 and proactive strategies looking ahead to 2022. CloudVestors Tax Season 2022: What You Need To Know (And Looking Ah...

On the eve of 2022, Moise Piram takes a look back at the big financial stories of 2021.  Topics include the GameStop phenomenon, the coming of age of cryptocurrencies, high inflation, and a red hot housing market. You can reach Moise Piram and the team at CloudVestors by visiting the website below. CloudVestors See omnystudio.com/listener for privacy information.

Mo has some great ideas to consider when making your financial resolutions for 2022.  Topics covered include developing a serious spending plan, considering refi, eliminating debt, and boosting your retirement savings. CloudVestors See omnystudio.com/listener for privacy information.

Mo takes your portfolio to the financial doctor for an annual checkup.  The topic is the annual review of your portfolio and what should be examined at the end of the year including your diversification, your risk, and your goals moving forward.  Mo also talks about the need to check your performance over the last year and the make sure no deadlines are missed including tax opportunities and requi...

Mo discusses several efficient ways to use your Christmas bonus.  Some of the options include paying off debt, shoring up your emergency fund, and even using it to max out your 401(k).  See the link below for a Dave Ramsey article addressing this same subject. CloudVestors https://www.ramseysolutions.com/saving/christmas-bonus-smart-ways-to-make-it-count See omnystudio.com/listener for privacy inf...

Mo covers financial items to check off your to do list at the end of the year.  He also stresses this is a great time to assess your financial strategies.  Mo encourages checking your spending over the year, evaluating your saving methods, your debt payoff moves, and any tax deadlines you may face. You can reach Moise Piram and the team at Cloud Vestors by visiting www.cloudvestors.com . CloudVest...

Mo offers tips on gift buying for the holidays and how to not let it bust your budget.  He suggests a gift buying budget, saving ahead of time, and some things to consider when you find a better deal than your original budget anticipated. CloudVestors See omnystudio.com/listener for privacy information.

Mo runs down a good list to compile when you are nearing retirement.  This list includes determining your retirement age, your Social Security claiming age, strategies involving your pension, building a personal pension, health and long term care protection, and estate planning. Moise Piram and the team are ready to help you no matter where you are in your financial life. CloudVestors See omnystud...

Mo discusses the recently released changes to contribution limits for those with a 401(k), IRA, SEP, Simple, Solo 401(k) and what was increased and what wasn't.  He also discusses the Social Security cost of living adjustment for 2022 and the increase in the salary amount that would make the salary for the rest of the year exempt from payroll tax that funds Social Security. CloudVestors See omnyst...