Category Archives: Blog

It seems every election season brings out the worst anxiety in people. Take the stock market for example. Every single presidential election cycle pretty much follows the same pattern. The months leading up to the election are typically marked with extreme volatility; then, immediately following the election, the market drops. It doesn’t matter who wins […]

No matter your political affiliation, if Joe Biden wins the upcoming election and Democrats control both chambers of Congress, you can expect to see major changes to the tax code, and based on his proposed changes you can also expect to see a wave of small business owners cashing out and selling their businesses early […]

Is it better to have had and lost than to not have had at all? That question is a variation on the quote by Alfred Lord Tennyson who said, “’Tis better to have loved and lost than never to have loved at all.” Like the Alfred Lord Tennyson quote meant to give oneself comfort after […]

Gambling is not often viewed as a sensible way to build wealth. After all, there are very few gamblers who can successfully do it for a living. Socially, it’s seen more as a form of recreation than as a pathway to financial independence. Sadly, it can also be a form of addiction and destroy family […]

The only certainty we have about 2020 is its uncertainty. Uncertainty is the mantra for 2020. And don’t forget to throw in a pinch of chaos and a dash of volatility. From a financial standpoint, it’s hard sometimes to know which way is up… with the media and conflicting information from multiple sources. It’s hard […]

There’s an exclusive club that has eluded ordinary investors for years. This class of investments has been operating in the shadows for decades – outside the periphery of mainstream investing circles. You can’t download the Robinhood app and gain access to these investments. It’s not that easy. The lucky few who have passed through the doors […]

You’ve heard the saying “Pigs get fat, hogs get slaughtered.” There’s great wisdom in that short phrase that can be applied to investing in turbulent times just like the one we’ve been living through these past six months. There’s also a lesson in there about how to protect your wealth in a time of pandemic […]

The pandemic has shaken up the world and has got you reassessing your finances. It’s great that you have decided to do something about it as you realize you need to invest more in your paycheck. A visit to the local A.G. Edwards or Edward Jones and you’re on your way, right? Not exactly. Your […]

Right now, the wave of business acquisition opportunities in the U.S. is one of the most overlooked investment opportunities on the market. For experienced business owners and entrepreneurs, now is a prime time to snap up businesses with tremendous value-add opportunities. With minor technological, operational, and organizational tweaks, experienced managers can turbocharge existing, stable, cash-flowing businesses into […]

The problem with sugar highs? ​​Sometimes the crash wasn’t worth the high. For any parent who has ever had young children, you know what I’m talking about. In a way, the stock market is experiencing an extreme sugar high right now. After falling more than 30% in March at the beginning of the COVID-19 pandemic, […]