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Stephen Kates, CFP®

Stephen Kates, CFP®
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InsiderFinance Wire

Lack of Crypto Regulation Means the Economy is Safe. But Your Money Isn’t

Cryptocurrency companies are in the news again, and like the last few times this year, it's not good. Another collapse, this time of the…

Nov 28, 2022

Lack of Crypto Regulation Means the Economy is Safe. But Your Money Isn’t

Nov 28, 2022

Stephen Kates, CFP®

Does Google Care About Being Paid in Crypto?

Last month, CNBC and Protocol reported gleefully that Google is diving deeper into a relationship with Coinbase and the Crypto community in…

Nov 2, 2022

Does Google Care About Being Paid in Crypto?

Nov 2, 2022

Stephen Kates, CFP®

Rich Fad/Poor Fad: Robert Kiyosaki’s 90s Wisdom Hasn’t Aged Well

Robert Kiyosaki is one of the co-authors of the book Rich Dad/Poor Dad (published in 1997) which has rocketed him to fame and wealth. He is…

Oct 26, 2022

Rich Fad/Poor Fad: Robert Kiyosaki’s 90s Wisdom Hasn’t Aged Well

Oct 26, 2022

Stephen Kates, CFP®

Goldman Sachs Loses More Luster

Goldman Sachs, the 150-year-old firm best known today for its investment banking, is currently battling bad news on multiple fronts.

Oct 5, 2022

Goldman Sachs Loses More Luster

Oct 5, 2022

Stephen Kates, CFP®
in
InsiderFinance Wire

Index Funds Are Not a Silver Bullet

This article began while reading the book Trillions, which I thoroughly enjoyed. It takes some skill to make the idea of index funds sound…

Sep 28, 2022

Index Funds Are Not a Silver Bullet

Sep 28, 2022

Stephen Kates, CFP®
in
InsiderFinance Wire

Managing Your Finances Even If You Didn’t Win a $1.3B Lottery Jackpot

Well, it wasn’t me. I, like most of you, remain unburdened by the curse of a $1.3B windfall from the Mega Millions jackpot drawing last…

Aug 3, 2022

Managing Your Finances Even If You Didn’t Win a $1.3B Lottery Jackpot

Aug 3, 2022

Stephen Kates, CFP®

How to Create a Financial Policy Statement

When I was a Financial Advisor, process ruled. After meeting a new client and exchanging the typical introductory small talk about sports…

Jul 18, 2022

How to Create a Financial Policy Statement

Jul 18, 2022

Stephen Kates, CFP®
in
InsiderFinance Wire

Cryptocurrencies’ False Promise as a Store of Value

NOTE: Figures and prices updated 9/7/22

Jul 13, 2022

Cryptocurrencies’ False Promise as a Store of Value

Jul 13, 2022

Stephen Kates, CFP®

You Should Be Cheering for a Market Crash

For younger Americans, the stock market has been presented as a supposedly “fun” way to gain a leg up in life. However, what it has really…

Jul 11, 2022

You Should Be Cheering for a Market Crash

Jul 11, 2022

Stephen Kates, CFP®

Credit Bureaus Announce Relief for Medical Debtors

Following the still never-ending COVID-19 pandemic, which has caused a myriad of negative consequences* for pretty much everyone everywhere…

Jul 6, 2022

Credit Bureaus Announce Relief for Medical Debtors

Jul 6, 2022

Stephen Kates, CFP®

Stephen Kates, CFP®

Stephen has over a decade of experience as a financial advisor and personal finance speaker. He writes about the financial topics impacting our everyday lives.

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