Blog

Are You Investing for Returns or Conversation Value?

Have you heard about the latest, most excellent investment? Of course, you have because there’s always one being pumped by the financial press catering to an investing public plagued with...

Three Types of Real Estate Markets

In the age of real-time news feeds, live streaming, and 280-character tweets, we as a society want our information quick and condensed. The side effect is that we tend to...

Diversification Results in Mediocrity

The importance of a “diversified portfolio” is likely the one piece of investment advice that is most widely promulgated to the masses. Diversification means dividing your investment capital across as...

Stocks vs. Real Estate

Stocks or real estate? Which offers a better return? This is a hard apple to apple comparison because stocks and real estate are vastly different, but we’ll take a stab....

Do You Qualify as an Accredited Investor and Does It Matter?

Many more opportunities are promoted to Accredited Investors. Those that qualify are not even aware of the doors this opens or how to qualify. Being an accredited investor opens up...

Why ETFs and Index Funds are NOT the Queen of the Ball

ETFs (exchange-traded funds) and index funds are the reigning queens of the ball. Why? Many investors and financial analysts believe that passive investing is the secret sauce for investing. They...

The Appreciation Advantage | Don’t Wait for Value Appreciation – Create It

Not many investments will outpace inflation if just left alone. Most common investments by retail (individual) investors such as stocks, bonds, money market accounts, annuities, and CDs have all underperformed...

WHY THE ULTRA-WEALTHY PREFER ALTERNATIVES TO WALL ST.

– August 05, 2019 – 767 – August 14, 2019 – 800 – August 22, 2019 – 622 Did you decode the significance of the dates and numbers above? If...