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Latest Insights on CAT

Ducks, Recessions and Our Moneymaking Approach for You July 30, 2022 by Lina Lee Investment Opportunities, Real Talk, Stocks (3-minute read) Despite soaring inflation putting the pressure on our wallets, we have your back…
figuring out the worth of a business is the key to making money investing Our Secret Sauce to Making Money July 28, 2022 by Charles Mizrahi Investing, Investment Opportunities, Real Talk, Stocks (3-minute read) Making money in the stock market boils down to only a few things. Charles shares what they are...
now is the perfect time to buy stocks trading at bargain prices Buy Stocks Like a Costco Shopper July 19, 2022 by Charles Mizrahi Investing, Investment Opportunities, Real Talk, Stocks (4-minute read) When it comes to buying stocks, you should buy them like a Costco shopper. Charles shares why...
Stock Market Boom to Bust: Get Ready to Buy Why It’s Actually a Wonderful Time to Invest July 15, 2022 by Lina Lee Economy, Investing, Real Talk, Stocks (1-minute read) Contrary to the fearful media headlines, it really isn’t the worst time to invest. In fact, some of the best opportunities are happening now…
why 2022 is not the worst economy ever Worst… Economy… Ever — Really? July 12, 2022 by Charles Mizrahi Investing, Investment Opportunities, Real Talk, Stocks (3-minute read) Americans are hurting right now. But Charles shares why, despite consumer sentiment, 2022 is not the worst economy ever…

“I'm very Happy with your services. I hope you don't plan to retire any time soon! My retirement portfolio depends on your expert guidance. Keep up the great work! Thanks.”

- Randy

"You told me to ignore the noise on Wall Street. And thanks to you, I started towards the end of 2016 with $200,000 in my account and I recently put in an extra $100,000. [As of February 2019] My account is worth $500,788! I would’ve missed out if I followed conventional wisdom."

- Helen C.

“At the end of August [2018], my 401K was $659,000. Now, on September 4th [2018], it’s $715,000. My account is up $56,000 in the last 5 days!”

- Warren O

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