Have you arrived at your desired destination, or are you at least close enough to see the finish line? If not, what has kept you off the path of where you truly want to be? Like many Americans, do the following concerns weigh on your mind? You’re still grinding away at your job, tired of […]

Everyone is acquainted with public investments and now, more investors than ever have access and are trading stocks like never before thanks to trillions in stimulus money and free trading platform Robinhood. ​​Trading stocks on apps like Robinhood is literally child’s play where anyone 18 years or older with a bank account can start trading in […]

Herd behavior has its benefits. Back in our hunter-gatherer days, moving in herds and working as a group provided protection, comfort and improved the likelihood of hunting success. “Herding” also promoted the sharing of ideas, knowledge, and resources. ​​Members of the herd with knowledge of prime hunting locations combined with other members skilled at weapon-making […]

In his book, The Psychology of Money, author Morgan Housel dives into the psychology of our money and investing choices and establishes what separates the rich from everyone else. Housel dives into how our past experiences can inhibit our financial goals and how having goals and incorporating simple concepts like compound interest can help us succeed […]

It’s no secret that ultra-high-net-worth individuals (UHNWIs) allocate their portfolios differently than the average investor. While the average investor allocates a majority of their portfolios to public equities, UHNWIs allocate a majority of their portfolios to alternatives. What Are Alternatives?   Alternative investments are financial assets that do not fall into traditional investment categories such as […]

What if you could travel forward in time and meet all your future progeny? You fall in love with all the cute little great-great-grandchildren yet to be born, and you make a connection with all of them. ​​What if someone told you that how you invest NOW will directly affect the well-being of those heirs in the FUTURE? […]

In today’s frenzied, imminent post-COVID world, investors fall into three camps: The crowd-pleasers The fence-sitters The contrarians The crowd-pleasers are investors doing what everyone else is doing. If someone’s buzzing about it on social media, the Internet, or the news, they’re jumping on the bandwagon. The result is a feeding frenzy for stocks and crypto […]

How will soaring wages and labor shortages affect your portfolio? It depends on how your portfolio is allocated. If you’re heavily allocated towards equities, you may be in trouble. Creeping inflation is a big concern for 2021. Even the Fed has expressed caution. So far, inflation has been passed on to the consumer who, replenished with […]

Investors have been drawn to the commercial real estate (“CRE”) asset class for decades for the twin wealth builders:  Cash Flow and Appreciation. Some CRE segments even thrive during recessions and inflationary times. Now, with inflation in the air, investors may lean to the CRE class more than ever. There is a right way and a […]