Category: Investing

Private Lending And The Pursuit Of Investment Income

Is Bigger Better?  Historically, big banks were the only lenders to consumers, small businesses and big business.  However, over the years, big banks have re-focused...

What If Financial Planning Is Really About Uncertainty?

If you drop by almost any brokerage firm or bank these days, you can walk out 45 minutes later with a “financial plan” that viola,...

Squirrel:  The Intelligent Investor

These have not been ordinary times.  Since the onset of the Great Recession of 2008, we’ve been experiencing inflation rates of historically low levels. Low...

So, You Want to be a Real Estate Tycoon?

A client of mine recently inherited some money. She’s happy with her investments but has been itching to buy a real estate investment property.  An...

What’s An Inverted Yield Curve and Its Investments Affect?

If you’ve been watching financial news lately, you may have heard discussion about the Federal Reserve (Fed) raising interest rates. Some analysts fear the rise...

Trump and Your Investment Portfolio

Election 2016 is finally over.  Chances are, you woke up on November 9 feeling either elated or discouraged.  Whether your candidate won or lost, I...

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