When is a loan considered an asset, not a liability?

Posted at March 28, 2021 Posted In Uncategorized

It is never too late, and most certainly never too early, to learn about financial principles. The biggest challenge is that no real financial education exists in our school systems.   Is inflation coming?  I’d say it’s already here. In fact, I’d argue that we are near the brink of a massive spike. Think this can’t happen? […]

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Revisiting Syndications to Diversify Your Financial Portfolio

Posted at March 5, 2021 Posted In Uncategorized

Designing a bullet-proof portfolio has never seemed more imperative than now. Every financial problem we, as a Nation, have managed to sweep under the rug for the last half-century seems to be resurfacing simultaneously.Most of these issues we’ve hardly had time to address…Consider:-Social Security is on pace to run out by 2034–Every single state in the nation […]

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Why “Getting Your Money to Work for You” is Lame

Posted at February 19, 2021 Posted In Uncategorized

Working as a financial advisor for well over a decade has helped me realize that most people abdicate their investment decisions because they simply don’t feel like they know enough about how money works.This confusion is for good reason, especially given the times we live in. We all suffer from a deluge of information, misinformation, and […]

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Why is GameStop Important? Here is What You Need to Know

Posted at February 5, 2021 Posted In Uncategorized

I was asked by my two favorite clients, my parents, to explain what the deal was with GameStop (GME).  Below is an explanation as succinctly as I can manage: 1. Let’s say I want to “short” XYZ which has a current price of $10. I borrow 1 share of XYZ then immediately sell it for […]

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Does Crypto Have a Place in Your Financial Strategy

Posted at January 29, 2021 Posted In Uncategorized

If you don’t know much about how our Federal Reserve works, then Rule #11 of Monopoly is a decent place to start.  The reason I bring up Monopoly (and tyranny) is that as the Fed continues to conjure money out of thin air, people seek to protect capital for themselves and loved ones. Tangible assets like real estate, gold […]

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Time to look at Gold, Silver and Crypto?

Posted at January 22, 2021 Posted In Uncategorized

During election season, people turn their attention on governance both nationally and locally. At some point in our collective mulling over of “things we oughta’ fix,” the discussion of the Federal Reserve and National Debt get a moment in the sun, if only for a few minutes. The reason I bring this up is that maybe this […]

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Real Estate Trends: Who is Moving Where

Posted at January 16, 2021 Posted In Uncategorized

“Change is the law of life. And those who look only to the past or present are certain to miss the future.”-John F. Kennedy Where people are moving is always a big question and one that is often asked. It’s no stretch to say that migratory trends are not only studied by Real Estate Investors […]

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2021 Real Estate Investing – Working Remotely

Posted at January 7, 2021 Posted In Uncategorized

“I skate to where the puck is going to be, not where it has been.”-Wayne Gretzky Our work and lives have transformed in 2020.  What might we expect for real estate in 2021 based on what we’ve learned thus far? Real Estate Investing follows population growth and migratory patterns.  Historically these items have depended on […]

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Should you pay off the mortgage for a rental property?

Posted at December 20, 2020 Posted In Uncategorized

The typical answer to the question above goes something like… “well, to be honest, this is a difficult question because everyone’s situation is different blah, blah, blah.” I’m here to tell you while everyone’s situation is different, generally speaking, the answer to the question is a resounding NO, you should NOT pay off the mortgage on a […]

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Maslow’s Needs and Real Estate

Posted at December 9, 2020 Posted In Uncategorized

“Good psychology should include all the methodological techniques, without having loyalty to one method, one idea, or one person.” -Abraham Maslow Like good psychology, good investing means being versed in different strategies without being tied to a singular method of thinking. Currently, there are some serious tectonic-shifts in the investment landscape and investment real estate is no […]

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