Finding the right financial opportunity
“In the midst of every crisis, lies great opportunity.” ― Albert Einstein. The trick is, finding that opportunity. For example,…
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Diversify your investments
You’ve been told by everyone (including me) that you need to ensure you diversify your investments. And of course you…
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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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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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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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