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 […]
Category Archives: Blog
26
Jun
Jun
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? […]
17
Jun
Jun
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 […]
12
Jun
Jun
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 […]
28
May
May
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 […]
21
May
May
“Consumer Confidence Falls In Early May Amid Inflation Fears” –U.S. News, May 14, 2021. Do you know what else has fallen along with consumer confidence? The stock market and Bitcoin. Between May 7 and May 12, the Dow shed nearly 1,200 points. In just ten days, starting on May 9, Bitcoin plunged more than 40%. While consumer […]
14
May
May
Saving won’t make you rich. Saving is just delaying gratification. It’s not an emergency plan, not a wealth plan. Instead of spending your money now, you’re saving it for some time in the future. You’re saving for a rainy day… The problem is saving won’t make you wealthy. It won’t give you the ability to live […]
07
May
May
At least one person is not a fan of all the stimulus spending and the crazy stock crypto speculation that has resulted from it. Charlie Munger, 97, Warren Buffett’s right-hand man, had this to say about the combination of federal spending and low-interest rates feeding the speculating frenzy in the stock and crypto markets: “It’s […]
02
May
May
The stock market is on a tear – continually breaking all-time highs since the beginning of the year. But, unfortunately, the massive trading volume is keeping the cats on Wall Street flat. They want to keep this gravy train going as long as possible, but there’s a significant threat looming on the horizon – inflation. […]
23
Apr
Apr
His nickname may be Shady, but there’s nothing shady about Lesean McCoy’s business acumen… Shady has the distinction of playing on the last two Super Bowl-winning teams. He didn’t play a single snap in either game, but he earned Super Bowl rings for being on the roster. I guess you could say he mastered the […]