CSH Investment Management LLC

09/29/2026

Michael Burry commencement speech at UCLA was iconic
Willful ignorance always lurks in the background of markets and government

2012 UCLA Department of Economics Commencement featuring Dr. Michae...

09/28/2026

What's the old adage about death and taxes?
Well it's important to understand what "death tax" truly is and how important it is to have a financial plan. Reach out to us today at CSH Investment Management to start your financial plan.

Two taxes share a nickname and a subject, but not the same payer, trigger or rules. With the federal estate and gift tax exemption at $15 million in 2026 and estimates of the coming intergenerational wealth transfer reaching well into the tens of trillions of dollars, understanding the distinction h...

09/21/2026

Whether it's by need to or want to, there are things you need to think about if your work after retirement. Not just in your financial plan but also on taxes.

Retirement used to be presented as a finish line: work ended on Friday and “retired life” began on Monday. That tidy picture no longer fits many of the people I meet. Today, retirement is increasingly a transition—sometimes gradual, sometimes experimental, and often more interesting than expec...

09/08/2026

Sometimes the positive things you see in the market are not necessarily reflected at home. What's causing it and what you can do to protect yourself is the discussion today.

On the surface, the American consumer appears resilient. On August 4, 2026, the S&P 500 closed at 7,736.52 and the Dow Jones Industrial Average closed at 54,085.88; the May 2026 unemployment rate was 4.3%, and first-quarter 2026 corporate profits remained elevated. Household sentiment told a differe...

08/27/2026

Say Amen

08/15/2026

Battle Bank is open for business - https://mailchi.mp/27d51e728469/battle-bank-is-open-for-business

08/10/2026

We are over halfway through with the tax year and as your summer fun is winding down you need to take time to look at your financial picture for income tax purposes. You still have time to make changes, so run through this handy dandy checklist!

By mid-summer, most investors have filed last year’s return, seen their 2026 estimated tax vouchers, and moved on. Yet from an advisor’s perspective, July through October is prime time for proactive moves that can reduce taxes, improve portfolio positioning, and align family goals before the cal...

08/03/2026

If you do your own investing, where are you getting your information from? Don't always trust the talking heads on TV or YouTube. Even the "stock tip" you get from friends or family needs to be researched. Better yet use a CFP to give you the advice you need to turn your early investments into a long term strategy.

For many young urban professionals, investing often begins with a smartphone notification. A friend may share a stock idea, a social media post may highlight a cryptocurrency, or a brokerage app may make purchasing shares of a familiar company remarkably simple. While these experiences can serve as....