We are in the midst of the longest bull market in history – one that started on March 9, 2009. Of course, it’s not going to last forever, and many ultra-wealthy investors know that and aren’t waiting around for the bear to chase out the bull before cashing out. Many have already started liquidating their […]
Category Archives: Blog
After a down year in 2018, stocks are once again on a tear this year. Just this past week, the S&P 500 hit another all-time high, marking five straight weeks of gains. Many investors have seen their stock portfolios swell this year from the bull market, but is it time to cash out? And what are […]
Do you know who is getting wealthy from diversification? Wall Street and the financial advisors whose pockets get fat from trading volume spurred on by investors bought into the diversification lie. Diversification will help investors achieve exactly what diversification is meant to do – and that is to minimize risk. Dictionary.com defines diversification – in the […]
In a contest, nobody wants to compete behind the eight ball or with one hand tied behind the back. Nobody wants to start already from behind. Starting from behind means you’re at a handicap and limited in some way that would prevent you from competing at your peak. “Behind the Eight Ball” “One Hand Tied Behind Your Back” […]
I found an interesting tidbit of news this week involving the Chicago Teachers Union strike. What struck me was that one of the union demands was access to affordable housing. This was surprising that affordable housing was a focal point of a teachers strike. What was not surprising was the lack of affordable housing. Since […]
The Opportunity Zone program is an exciting opportunity for both investors and the under-served urban and rural communities the program was designed to lift. Central to the program are significant tax savings and incentives. These are offered to potential investors to place their capital with Qualified Opportunity Funds (“QOFs”) for investment in Opportunity Zones to […]
According to author Chris Martenson in his 2012 book, Crash Course: The Unsustainable Future of Our Economy, Energy & Environment, there are only two out of the three types of wealth that matter and that investors should focus. First, the three types of wealth are: Primary Wealth. Primary wealth represents the physical resources from which […]
When you were a kid and adults asked what you wanted to be when you grew up, you probably answered with some common responses like a doctor, lawyer, astronaut, fireman, or other exciting or high-paying job. Today, you’re grinding through 8 to 12 hours a day, 5-6 days a week. As your income grew, so […]
[vc_row][vc_column][vc_column_text]Investing in long-term trends and the shift in how society sees housing should be considered for your portfolio. The residential asset class continues to see an upcoming move of fewer homeowners and more renters. The U.S. is becoming a renter nation, and smart investors are preparing to leverage this trend into their portfolio. It’s easy […]
What the Middle Class and Some High-Income Earners are Missing from their Investment Portfolio. Not only is the middle class shrinking, but their net worth is as well. A recent study from the Pew Research Center showed the middle-class is no longer in the majority. That’s a far cry from 1971 when middle-class Americans represented […]