Blog

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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.

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17 Apr: Biases That Prevent Good Investment Decisions

I’m no behavioral expert, nor do I aspire to be one. Still, I’ve been around the block long enough to recognize that human actions and behaviors are shaped by a variety of factors, including our family backgrounds, life experiences, and even genetics.

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13 Apr: The Social Divide is Growing

The COVID-19 pandemic is affecting Americans adversely across all social spectrums. Its economic, social, and medical toll is widely publicized.

However, there’s growing evidence that it’s the poor that are suffering disproportionately. Research suggests that the poor and those living in distressed communities are more likely to catch the disease, and because the poor are generally less healthy and have less access to quality health care, they are also more likely to die from it.

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02 Apr: Leveraging Expertise

The earliest NFL players were jacks of all trades, with many players playing multiple positions on both offense and defense and sometimes playing every down.

George Blanda was one of the best players of his era in the ’50s and ’60s, and he was one of these jacks of all trades. On one play, you’d see him throw a touchdown and then on the next play kick the extra point.

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25 Mar: An Uncertain Time Calls for a Certain Resolve

Road trips are great.

As a kid, we didn’t have phones to keep us occupied and only a few games to chew up time. The “99 Bottles of Beer” song (“99 Bottles of Root Beer” in our family) got real old fast.

With nothing else to do, we spent the time asking our parents a lot of questions and just taking in the new scenery.

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18 Mar: A Sure Bet in Today’s Market is Affordable Housing

Towards the end of 2019, there were rumblings in the financial community of an impending recession in 2020.

The economy had been expanding for more than ten years – longer than any expansion in history – so recession was only a matter of when not if. Fast forward to today, and the markets are in a panic. In only a month, the Dow has dropped more than 20%.

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13 Mar: 7 Common Excuses for NOT Investing in this Overlooked Sector

Does a recession-resistant investment exist?

When it comes to affordable housing, it seems misinformed investors come up with excuses for NOT investing in this overlooked sector.

Additionally, there is one subsegment of affordable housing that particularly turns those investors off – mobile home or manufactured home communities (“MHCs”).