Blog

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08 Jul: How Inflation Impacts Your Investments

Broadly defined, inflation is the increase in prices over a period with the underlying premise that a specific amount of currency (i.e., the dollar) will be able to buy less than before. In an inflationary environment, a loaf of bread…

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02 Jul: How to Defer Taxes Like the Wealthy

The mega-wealthy of their world – particularly the self-made millionaires and billionaires – have made their fortunes in many ways, but there is a common thread among many of them. They have made commercial real estate a central part of…

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26 Jun: Wall Street Lacks Integrity

The SEC was formed in the aftermath of the stock market crash (Black Tuesday) that kicked off the Great Depression to protect the investing public and restore confidence in the market by providing investors with more reliable information and complete…

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17 Jun: Know Your Purpose

Everyone knows Bill Gates for founding Microsoft and for being one of the wealthiest people in the world.

As of the end of 2019, his net worth was estimated at more than 106 billion dollars, second only to Jeff Bezos of Amazon. He had previously occupied the top spot for 18 of the past 25 years.

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03 Jun: The “Risks” of Passive Investing

We live in a litigious society. We, as Americans are sue happy. The courts were originally designed to offer justice to a party harmed by another’s actions or make things right. However, over time, because litigation can be expensive when…

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25 May: Who to Trust With Your Wealth

If you ask a barber if you need a haircut or a golf pro if there is anything wrong with your golf swing, you’re likely not going to get an objective answer.

Of course, a barber’s gonna tell you you need a haircut, and a golf pro will pick apart your golf swing. That’s how they make money. You can’t blame them for wanting to make a living, but they’re not always going to have your best interest in mind. The same goes for financial planners – so-called financial experts.

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21 May: Wealthy Investors’ Affinity for Alternatives

Since the onslaught of the Covid-19 pandemic, there has been a massive upswing in interest in private investments.
According to a recent article in Institutional Investor, a majority of institutional investors were set last year to increase allocations to alternative assets.

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07 May: Where The Wealthy Are Moving Their Cash

Nobody could have anticipated the Covid-19 outbreak and its devastating economic devastation. In an instant, many fortunes were lost on Wall Street, and millions of jobs were lost on Main Street.
Although no one could have anticipated a pandemic-induced recession, there was a class of investors prepared for some economic retreat – ultra-wealthy investors.

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01 May: Investing: Choosing the Right Merits vs. Hype

While the masses have uncertainty, savvy investors are investing in the right assets, and for the right reasons, are you?

in·vest / verb
to put money to use in something offering potential profitable returns, as interest, income, or appreciation in value.

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22 Apr: What High-Income Earners Are Missing

Many of us were raised with solid work ethics. How could we not with endless stories like your parents walking to school uphill both ways in the snow?

This work ethic translated to our school work and our careers.

We did well in high school, studied hard for our SATs, got into our university of choice, got those nice Magna Cum Laude ribbons around our gowns at graduation, and many of us even went on to grad school and became successful doctors, lawyers, and CEOs.