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Partner Instead of Paying for Financial Advice

Would you pay your mechanic if he didn’t fix the faulty alternator in your car? Then why are you paying for financial advice?

Financial advisors get paid whether you make money or not. If you make a profit or if you lose money they get paid. That doesn’t sound fair.

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Market Soothsayers, Fortune Tellers & Psychics

Everybody wishes they had the power to predict the future – especially when it comes to the markets. If they could, they’d be rich.

Short of that mystical power, people turn to so-called “investment gurus” for guidance, believing that these self-proclaimed experts have the uncanny ability to predict movements in the market and even specific stocks.

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Focus on Proven, Weathered and Not the Shiny Investments

Are you looking for an adrenaline rush or do you want to create lasting generational wealth?

Sticking to what works is generally a sound investing strategy, but that doesn’t stop investors from continually chasing the next big thing. How often have you heard something like this? “If you had invested $10,000 in Apple’s IPO in 1980, your stock would be worth $6,756,400 today.”

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The Stock Market Is Rigged Against You

As an individual investor, the stock market is rigged against you.

SEC regulations are designed to eliminate any information advantages involved in stock trading. That is why it’s considered an efficient market. All information relevant to the price of a stock is assumed to be available to the public in real-time, eliminating the chances of any investor profiting from any information advantage. And the use of non-public information (insider trading) for profit will send you to jail.

Generating and Preserving Wealth

Have you ever wondered why family offices allocate such substantial portions of family portfolios to real estate?

According to The 2019 U.S. Family Office Real Estate Report, a survey of over 200 family offices conducted by Family Office Real Estate Magazine, the most important investment objective for family offices as cited by their directors is the preservation of wealth, followed by income generation and asset appreciation. Given these objectives, it should come as no surprise then that family offices are drawn to the commercial real estate class.