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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Getting in on AI
AI is being called the modern-day gold rush. Every day, people invent new apps, software, and courses, trying to “strike…
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WTF (What the Fiduciary)
As you may know, there are fiduciaries in many different industries. But the definition of “fiduciary” is not the same…
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Why Do I Call the Market Overheated?
Because of the high P/E ratio. (The P/E ratio is a valuation metric that gives a general idea of how…
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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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How to Find Those Hidden Fees
After ranting about fees for so long, I decided I should probably show you how to find those fees. To start…
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Exposing the Truth About Large Investment Firms
There are really only two kinds of investment management: active and passive. It is a natural human tendency to try to…
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Check Out This BS Fee Fidelity is Charging
I just ran across another blatantly bulls&t fee that Fidelity is charging, so I figured I’d share. Side note: I…
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Take This Straight To Your Advisor
Discover the power of Structured Notes – loss protection with more upside, issued by major banks. Watch the revealing video now for investment insights!
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Why I Hate Bonds
Traditional bonds no longer safeguard portfolios. Explore diversification options like Structured Notes for better protection & tax efficiency. Watch the video!
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