Blog

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28 Aug: Tax-Free Investing In Alternatives

Uncle Sam favors innovators and entrepreneurs. The tax code is one prime example – with deductions and benefits sprinkled throughout its pages to encourage entrepreneurship vs. punching a clock. With the right planning, an investor looking to maximize income while…

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19 Aug: How To Be A Great Passive Investor

“Every battle is won before it’s ever fought.” – Sun Tzu Michael Jordan is considered the greatest basketball player of all time with skills and abilities rarely seen in the NBA before or since his time on the court. Everyone remembers…

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23 Jul: Wall Street Bankruptcies: The Sequel

What do the following two lists have in common? List 1 Lehman Brothers Washington Mutual General Motors CIT Group Chrysler Thornburg Mortgage General Growth Properties Lyondell Chemical Colonial BancGroup Capmark Financial Group List 2 The Hertz Corporation LATAM Airlines Group Frontier Communications Intelsat…

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17 Jul: Investing For The Next Generation

Have you had wealthy friends or family members pass away and later on you find out the only thing they left their heirs was debt? It’s more common than you think and it could have been avoided with simple planning….

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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.