Category

Blog
Can you guess the age of the youngest person to enlisted during World War II? Hint. He wasn’t even a teenager. Calvin Leon Graham (born 1930) was the youngest U.S. serviceman to serve and fight during World War II. He was 12 when he enlisted in the U.S. Navy following the attack on Pearl Harbor....
Read More
It’s time to change the path of your legacy. The Bible refers to a “generational curse” in Exodus 34:7, which says that God “visits the iniquity of the fathers on the children and the children’s children, to the third and the fourth generation.” This verse is interpreted to serve as a warning that sin can...
Read More
In the turbulence created by the Covid-19 pandemic, high-net-worth (“HNW”) investors are turning more and more to alternative assets that will grow and preserve their capital over Wall Street investments promising large returns. Furthermore, the types of investments that HNW’s are drawn to are rare finds on Wall Street. They are the ones with intrinsic...
Read More
In today’s turbulent investing environment, we’re finding more and more investors valuing protecting their principal above all else. Why? Because of Loss Aversion. Loss aversion is the feeling of wanting to avoid a loss and doing everything that we can to reduce the chance of it happening. Loss aversion is particularly strong in the face...
Read More
Investing in private placements is very different from investing in public stocks. It’s not as easy as a click of the phone or telling a broker to execute a transaction. Private investments involve more steps and can be broken up into four phases: Pre-Qualification. Due Diligence. Funding. Post-Funding. Pre-qualification Unlike public stocks, not everyone can invest in...
Read More
Diversification from the traditional Wall Street sense is meant to minimize risk. The idea is to spread assets across a variety of companies so that the other assets offset downturns in any one company in the portfolio. But what happens when the entire market nosedives like with the recent stock market plunge from the COVID-19...
Read More
We live in an emotional world because we’re emotional beings. Everything around us is geared towards evoking emotions. We’re constantly bombarded in our homes, our cars, our workplaces, the places we visit, and so on with sights, sounds, and even smells meant to stir certain feelings and thoughts – all to move money out of...
Read More
Did you know Blockbuster once had the opportunity to acquire a fledgling video streaming company named Netflix? Blockbuster passed on the opportunity, claiming the timing wasn’t right for streaming. People still liked their DVD’s too much. We all know how that worked out. Netflix is synonymous with video streaming, and Blockbuster has one remaining outlet...
Read More
At the height of the Financial Crisis in 2008, the number of millionaires in the United States shrunk by 2.5 million households. The number of American households with a net worth of $1 million or more, excluding the value of their primary residence, fell 27% to 6.7 million in 2008 from an all-time high of...
Read More
We all go through panicked times, but not all of us have to engage in panicked investing. The markets have never seen anything like COVID-19 (coronavirus). Never before has a pandemic wreaked such devastating economic havoc as COVID-19. To say that it has crippled world economies would be an understatement. These are panicked times marked...
Read More
1 6 7 8 9 10 11