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From Air Force Discipline to Investment Success: The Power of Consistent Strategy
Eight years in the United States Air Force is no small feat. It instills values that are ingrained in you forever, shaping your character and influencing the course of your life. One of the most invaluable skills I cultivated during my...
Read MoreBuilding Bridges: The Power of Generational Wealth
Generational wealth refers to assets passed down across generations, offering financial security and prosperity. Building it requires financial education, disciplined saving, wise investing, estate planning, and debt management.
Read MoreWhy Quality Stocks Shine Brightest in Stormy Weather
Discover the value of investing in quality stocks during a recession. Like finding a bargain at a garage sale, this strategy can yield great rewards for the patient and disciplined investor.
Read MoreUnlocking the Power of DSTs: A Brief Introduction to 1031 Exchanges
Explore Delaware Statutory Trusts (DSTs) as a 1031 tax-deferred exchange option. Gain insights into their pros and cons in this brief overview.
Read MoreCracking the Accounting Code: A Survival Guide for Numberphobic Entrepreneurs
Is there some sort of code that a business owner can crack and assist business owners and entrepreneurs to get over their accounting and numberphobic challenges? In one word, Yes! Wes Clark addresses the challenges as well as the solution
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Real Estate Riddle: Tight Lending's Impact on Investments & Opportunities
Riddle me this! Batman, Robin, the Riddler and the Case of the Perplexing Property Market. Get keen insights from a synopsis of the most recent Goldman Sachs Research Housing and Mortgage Monitor Report. Also, some humor to make you smile.
Read MoreIs Age a Consideration When Deciding Whether to Retire?
What's the Ideal Retirement Age for Your Health? When one thinks about retirement, or considers it, the primary thought on their mind is, "do I have enough money to retire?"I recently read an article about the topic and provide a synopsis..
Read MoreRetirement Anxiety: How Economic Conditions Are Affecting Americans' Plans
Retirement Anxiety: How Economic Conditions Are Affecting Americans Plans In a recent National Poll, 68% of Americans are concerned that they won't have enough money to live comfortably in Retirement. Specific actions steps are provided .
Read MoreGoldman Sachs Private Bank Select
GOLDMAN SACHS PRIVATE BANK SELECTIntroducing Goldman Sachs Private Bank Select - the smart way to access liquidity for your investment needs.With our ability to provide a collateralized loan...
Read MoreSeparately Managed Accounts (SMA) versus a Mutual Fund or Exchange Traded Fund (ETF)
Separately Managed Accounts (SMA) versus a Mutual Fund or Exchange Traded Fund (ETF)Many investors have no knowledge of the separately managed account (SMA). There are several advantages to investing in...
Read MoreRothschild & Co. - Strategy blog: Banking stress containable
You can call this a blog post of a blog post! :)Rothschild & Co. is one of my valued partners who manages money on my clients behalf.
Read MoreGoldman Sachs Research - FOMC, FED, US Treasury Announce Policies
The seizure of Silicon Valley Bank by the FDIC on Friday was an alarm that reverberated throughout the US financial market and the world.How could a bank that on Thursday was rated A1 by Moody's suddenly fall to such an extent that it...
Read MoreSteady Over Sexy Could Save Your Portfolio
Steady over sexy could save your portfolio. Are you guilty of looking for that next "hot" stock? Has the recent volatile market gotten the best of you and you ask, what should I do? There is another strategy to consider! Read on!!
Read MoreHow to Take Risks in a Changing Economy
Take aways from a zoom meeting I attended being led by Allison Schrager, a retirement economist. Her topic was, "How to Take Risks in a Changing Economy." Her discussion touched on the issues we should address & consider dealing with risks.
Read MoreYour Portfolio Took A Hit, What Should You Do Now?
Are you one of the individuals who's portfolio took a big hit last year? Curious about what you should do now? Can your portfolio recover and rebound? Are there steps in starting the recovery process? Investment Strategies? We have answers.
Read MoreBaby Boomers, Business Owners and Real Estate Investors - Different Stresses, Different Solutions
Boomer stress and managing the nest egg that they worked so hard to make. Business owners and real estate investors, what are the challenges that they are facing today and solutions on how they can deal with them.
Read MoreLeaving a Legacy
We begin a new year with a clean slate. The S&P 500 had its worst performance since 2008, the great recession. It was down over 19.4%. That is unnerving to some, to others, it’s to be expected. It depends...
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
Read MoreThe Election, Covid-19 and Uncertainty
As I write this blog post, we are a week from the Presidential Election. There is tension in the air. There is also a rise in the cases of Covid-19 worldwide, which of course brings the accompanying economic uncertainties along with it...
Read MoreThe Wild Ride
It has been a wild ride. Everyone I talk to is still dealing with issues related to Covid-19 and it appears that we will continue to experience such issues for some time. What to do? Well, do not hunker down in a foxhole, or stick your...
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