Tag: investments

The Greatest/Biggest Asset You Own May Be Under Pressure Soon – Real Estate

| October 14, 2021
The Greatest/Biggest Asset You Own May Be Under Pressure Soon – Real Estate

Real estate is one of the biggest investments of our lifetime. It’s one of our best assets but there will be times when it does very well, which we’ve recently seen, and there will also be tough times when real estate can be dormant. There will come a time where there will be better places […]

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11 Financial Tips For Parents To Share With Their Kids (Part 1)

| September 23, 2021
11 Financial Tips For Parents To Share With Their Kids (Part 1)

As parents, we want the best for our kids. Most schools do not do a good job of teaching personal finance. Helping our kids become more financially savvy can help us have a lasting impact on their lives. It can also allow them to live the lifestyle they desire. It starts with teaching them to […]

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Alternative Investments You Might Want To Consider

| September 2, 2021
Alternative Investments You Might Want To Consider

Traditional investments like cash, stocks, bonds, ETFs or exchange-traded funds, and mutual funds are typically the preferred options of investors. There are others, though, who choose to be a little adventurous and look for alternative investments. What are Alternative Investments? Alternative investments are financial assets that are non-traditional or unconventional. Many investors who prefer alternative […]

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How Do You Make Money In Private Deals?

| August 31, 2021
How Do You Make Money In Private Deals?

As investors, there’s one question we should know the answer to before committing any funds… No, it’s not the valuation or the deal terms (although those are important)… The #1 thing we must understand is how we – the investor – will make money. To answer this question, we first have to take a step back and […]

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7 Tools To Build Wealth After 50

| July 27, 2021
7 Tools To Build Wealth After 50

There is an old joke in my office that goes like this: Everybody can retire in 15 years starting with nothing. I can prove it. Most people overspend until their birthday has a 5 in front of it. Then they panic. OMG! I have only 15 years until retirement! And then they get serious and […]

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Living Off Assets

| July 22, 2021
Living Off Assets

Last year, I had an interesting thing happen to me.  For the first time in my life, my investments earned more than I did.  I had a great year at work, where I earned six-figures, plus a nice bonus.  But, it was no match for my investments, which earned almost $200,000.  That wasn’t a typical […]

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How To Start Investing Sustainably (Without Sacrificing Financial Return)

| July 15, 2021
How To Start Investing Sustainably (Without Sacrificing Financial Return)

Although sustainable investments have been around for centuries, they are usually centered around individuals’ personal or religious beliefs. More commonly, in the capital markets, investors mainly target short-term profits and consistent returns while choosing investment vessels.  But, a sudden change in the last few decades has led investors to demand more than financial returns from […]

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To RETIRE Early, Change Your Expectations

| June 22, 2021
To RETIRE Early, Change Your Expectations

The Best Retirement Strategy for 50-year Olds If you still want to retire early and don’t have at least $1M in your retirement account by age 50, you have to change your thinking about what it means to retire while also taking a different path to retirement. What is the best way to retire early […]

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5 Tips: Helping Your Aging Parents Manage Their Finances

| May 25, 2021
5 Tips: Helping Your Aging Parents Manage Their Finances

As a society, we often find it hard to discuss financial issues. Having that conversation with loved ones can be even harder. In fact, according to the study by the National Endowment for Financial Education cited here, seven out of 10 adults find it hard to discuss financial issues with aging family members. While these conversations […]

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Bull Or Bear You Need To Invest Now

| April 27, 2021
Bull Or Bear You Need To Invest Now

You need to be investing your money. Too often, potential investors leave their money on the sidelines waiting for the “right time” to invest. The fact of the matter is that if you want to, you’ll find a reason not to invest your money. All you’re doing with that is hurting your financial future. You […]

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