Why the exodus from the Golden State?

Posted at May 12, 2021 Posted In Uncategorized

For the first time in over one hundred years California has experienced a population decline. Many who’ve recently left cite reasons such as the state’s high-taxes, cost of living, housing affordability, failing school systems, crime rates and what could be considered a “non-favorable” business environment. People and families across the spectrum seem to be leaving […]

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Why Single-Family Home Growth Dominates Real Estate Investment World

Posted at May 7, 2021 Posted In Uncategorized

With stock and bond market valuations at an all-time high, more and more people are turning to real estate in hopes of diversifying and securing profits. The post-pandemic world is beginning to come into focus. While several countries are still gaining momentum in their recovery, there is enough data for investors to plan their next […]

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How to Profit from Massive Inflation Ahead

Posted at April 16, 2021 Posted In Uncategorized

Going over topics that are complex is difficult by nature. It’s especially challenging to describe those topics concisely and in a manner that does justice for the people who need a bit more help understanding a particular topic.  Inflation and the way our debt-based monetary system works is one of those topics.  Though we all […]

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How to Buy a Single-Family Rental Home with Friends in 8 Easy Steps

Posted at April 9, 2021 Posted In Uncategorized

Is it wise to invest with friends and family?  I would argue that the benefits far outweigh the negatives so long as there are clear rules in place beforehand.  As with most ventures, knowing the destination before getting on the road is essential. While I’m all for spontaneity, when it comes to this type of investing, […]

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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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