In today’s fast-paced financial landscape, staying ahead means doing more than just keeping the books balanced. It requires a commitment to innovation and efficiency. Automation is no longer a futuristic concept; it’s a powerful reality that’s transforming how finance teams operate, make decisions, and deliver value. From streamlining repetitive tasks like data entry and invoice […]
Introduction In this episode of Meet the Expert with Elliot Kallen, we explore the evolving U.S. healthcare landscape with Dr. Anthony Mazzarelli—physician, lawyer, and CEO of Cooper University Health Care. Together, they unpack why America ranks lower in healthcare outcomes despite spending the most, discuss the controversial future of Medicare for All, and delve into […]
Are financial advisors charging you too much money? The goal is to maximize returns without costing us a fortune, but not all financial advisors are the same. In this article, we will discuss some fee-only advisors and how they can help you out for retirement. The Fiduciary Difference: Understanding True Financial Objectivity Before diving into […]
Warren Buffett is known as one of the greatest investors of all time. Many people seek to know his secrets and duplicate his success. It would be great to learn to invest as Warren Buffett to hit that billionaire status, but not all of us have the time, money, or resources to achieve the same […]
Whether you’re looking for tax-efficient income, capital preservation, or steady, measured growth, dividend stocks are essential in many portfolios. In looking for a high-yield, low-cost, and diversified option to meet this need, your search may have led you to two of the most popular dividend ETFs on the market: DGRO vs SCHD. If you’re considering […]
For all the time avid investors spend poring over their portfolio compositions, minimizing tax burden, and comparing top-performing ETFs, some elements of their investment strategy don’t get as much attention. One such area is choosing between core positions such as Fidelity’s SPAXX or FDIC-Insured Deposit Sweep Program. A core position is an essential component of […]
Warren Buffett has been known as the Oracle of Omaha. He knows an outstanding stock with a good value and picks it at the right time, and then he holds it forever. Buffett has held onto many of these companies as the market goes up and down making that portfolio go up 19% annually over […]
In this episode of Meet the Expert, Elliot Kallen interviews legendary entrepreneur Brandon Steiner, founder of Steiner Sports and CollectibleXchange. From signing iconic athletes like Joe Namath and Yogi Berra to building the most trusted sports memorabilia platform in the U.S., Brandon shares his journey of innovation, business lessons, and the truth about the sports […]
In this episode, Elliot Kallen speaks with Michael McNurney, healthcare and innovation strategist at Janus Henderson. They explore how artificial intelligence is revolutionizing medicine—from weight loss breakthroughs to cancer detection and diabetes management—and how investors can capitalize on biotech innovation. Watch the Episode Here In This Episode Meet Michael McNurney of Janus Henderson Michael brings […]
Stepping into the world of cryptocurrency trading feels a lot like entering a bustling financial hub — full of opportunities, risks, and different ways to engage with the market. But before you start buying and selling digital assets, there’s one fundamental decision to make: should you use a cryptocurrency broker or an exchange? At first […]
