AI is transforming our economy and not necessarily for the best.
It seems like everyday a new AI software pops up. It’s like the gold rush and the Wild West out…
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Don’t invest naked in the S&P right now
I don’t believe in betting anything unless I’m pretty sure I am going to win. And with the market the…
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Have you heard how the new Biden retirement rule will affect you?
The Biden Administration has recently finalized the Retirement Security Rule, set to take effect in September 2024. This new regulation…
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Following the Money: Taking Advantage of the Extremes in the Real Estate Market
With interest rates so high, the number of people buying houses has dropped. People are priced out or are hesitant…
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Where My Money Is
Many advisors don’t like to give out free knowledge, as if what they know is some secret treasure. While there…
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They are Literally Banking on You Being Too Busy to Notice
Your time is extremely valuable; many financial advisors know this and use it to their advantage. They know that if…
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The 4 Keys to Investing in Real Estate Passively for Double-Digit Returns
Right off the bat, let me say that commercial real estate is much more than just office buildings. As you…
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The 3 Tips to a Stress-Free Retirement
My number one tip when it comes to getting ready to retire without stress is simple, but do this wrong,…
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I Ruined His Day
I was lucky enough to spend a little time on the golf course this weekend. My group was a 4-some…
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I Gave my Client $227K
One of the great things about being a fee-only advisor is that I can still look into products that pay…
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