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My investment moves for 2021

The typical investment portfolio of the Main Street investor features a heavy allocation of stocks and bonds with alternatives sprinkled in for diversification. The 60/40 mix (60% stocks/40% bonds) has...

Tips For Investing In Real Estate Private Equity

You’ve heard of real estate syndications but what about real estate private equity (PE)? What’s the difference? The simplest explanation is that a real estate syndication invests in properties while...

What Are Your Investing Motives?

What are your motives for investing? When I ask friends and acquaintances what their motives are for investing, some of the answers may surprise you. “I don’t know. I just...

Post-COVID

Some shrink in the face of adversity and some face it head-on. How will investors respond to a Post-COVID world? How will they adjust to the new “normal?” Some have...

What Matters Most this Thanksgiving

What’s your favorite thing about Thanksgiving? The food and drinks? Football games? Naps? Ask any veteran or former political prisoner who spent extensive time abroad what they missed most while away...

Investing vs. Consumption

There’s a saying that Father Time always wins. We all know our time here on Earth is limited and that knowledge of that motivates different people in different ways. Some...

Madness Of The Crowds

Have you ever been to a storage unit auction? I’m sure you’ve watched Storage Wars and have an idea of how these things work. The concept is pretty simple. When a renter...

Five Myths About Private Markets

Unhappy with Wall Street advisors and managed funds who never beat the market, many investors and taking control of their financial destinies. For those looking to venture out on their...
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