The New Rules For Investing For Freedom

Investors should forget everything that they think they know about investing for financial freedom… The common misconception is that to get rich, you will need to invest in the next big thing – be it the next Amazon or the next Facebook or the next investment craze like Bitcoin. That you should keep your powder […]

Why the Rich Get Richer and Poor Get The Status Quo

“Give a man a fish, and you’ll feed him for a day. Teach a man to fish, and you’ve fed him for a lifetime.” -Chinese Proverb. Some politicians love to jump on the TAX THE RICH bandwagon to fight income inequality. They want to redistribute the wealth, but beware! It’s your wealth they want to redistribute. We all know […]

Profile Of The Wealthy Investor 

There are millions and millions of retail investors, while the number of ultra-wealthy investors pales in comparison. And while the average retail investor fails to beat the market, the average ultra-wealthy investor has $30 million in investable assets. There are several reasons the ultra-wealthy investor continually builds upon their wealth while the average retail investor struggles […]

Know Your Investing “Why”

Imagine you’re a young blacksmith during the Civil War… One day I come into your father’s shop and hand you a sealed note with instructions to deliver the note to the young single school teacher who lives in a small white cottage on Orchard Road about five miles outside of town. You must go at […]

The Psychology of Shiny Investments

Here we go again… “Bitcoin blows past $48,000 to hit another record high.” “As Wall Street fixates on inflation hedges, good luck finding Bitcoin.” “SkyBridge’s Scaramucci puts $100,000 price target on Bitcoin.” Bitcoin has been on another tear recently and there’s no logical explanation for it. As of this writing, it is trading at record […]

Your Relationship With Risk

2021 will be an unprecedented year. ​​After 2020 – a year like no other – in which a pandemic upended society and the global economy, 2021 is poised to make waves as society prepares to rebound from the financial, social, and political fallout left in the wake of the virus. How will you rebound from 2020? Critical to answering that question […]

Timing The Market

Imagine you’re at a basketball game and you happen to hold the lucky ticket for participating in a half-court shooting contest at halftime. Make the basket and you win $1,000. Once your ticket is called, you walk down to the court and hand your ticket to the announcer standing on one end of the court […]

Irrational Investing

“It’s different this time.” “If this isn’t a sure thing, I don’t know what is.” “I don’t see any reason this would stop anytime soon.” “This many investors can’t be all wrong.” Those are just a few of the things investors have been heard saying during all of the recent investment bubbles. Remember the dot-com bubble? […]

Freedom Was Rewarded In 2020

2020 was a bear for most of us in so many ways… The threats to our health, our financial security, and even, for some, their physical safety – burdens that none of us had anticipated at the start of the year when the economy was booming and everything seemed to be going swimmingly. Then COVID-19 […]

Investments Within Arm’s Reach

Everyone seems to think the grass is greener on the other side – including investors. We often look to the big cities and popular sources like CNBC, Bloomberg, the Motley Fool to find the hottest investments. We’re programmed to believe that these sources are the best ones for finding the next big thing or the […]