How Most Families Lose Wealth Across Generations
July 13, 2018
Making millions of dollars is not easy. But perhaps what’s even harder to do is maintaining that wealth – which is especially hard if you want to keep it in the family...
Investment Lessons from Jeff Bezos
May 22, 2018
Here are some lessons about building wealth I’ve learned from Jeff Bezos, the CEO of Amazon.com, during my short time working with his company. Drive down costs. For companies t..
What Warren Buffett Thinks About Bitcoin
May 4, 2018
Bitcoin’s price increase from $7,200 to $9,600 over the last month. Despite cryptocurrencies making some people wealthy, many financial gurus and professionals warn investors..
Ignoring Risk Management is a Costly Investing Mistake
January 9, 2018
What is Risk Management? Many investors have difficulty figuring out exactly what risk means to them. But this is an crucial topic to understand if you are to succeed in today̵..
Why Bitcoin is Not A Form of Money
December 15, 2017
The Purpose of Money Money has been around for as long as human civilization. The purpose of money is to facilitate three primary functions. Medium of exchange Store of value Unit ..
How Interest Rates Affect Real Estate Prices
October 13, 2017
The profitability of rental properties in the US is affected by interest rates. Usually, when a central bank decides to tighten monetary policy it slows down economic activities be..
How to Handle Retirement Withdrawals
October 6, 2017
There are two main schools of thought when it comes to retiring and drawing down the money from an investment portfolio. One common practice is called the four percent safe withdra..
Retirement Planning for an Older Population
July 8, 2017
People Are Living Longer According to estimates published by the Office for National Statistics the average life expectancy for newborn girls is on course to reach just under 97 y..
Creating a Balanced Portfolio Using Alternative Investments
March 23, 2017
Investing in Alternative Asset Classes It’s never easy to predict what markets will do in the future. That’s why it’s best to maintain a well-diversified, balance..
Millennials Are Buying up Real Estate – Here’s Why
March 3, 2017
Young Homeowners Are More Likely to Borrow From Parents Home prices in the United States and across many other parts of the world have been growing at a reasonable pace for the pas..
Investment Diversification: 5 Risky Mistakes to Avoid
February 17, 2017
The Importance of Diversification Investors often have a lot to consider. But few investment decisions matter more than asset allocation. A well diversified portfolio is as importa..
Using The Graham Formula to Find Underpriced Stocks
January 23, 2017
Knowing how to properly value a stock is probably the most important skill for a value investor to develop. The goal is to buy companies for less than their intrinsic value over a ..
Looking for Asymmetric Risk and Rewards
November 7, 2016
The old adage that we have to take on a great amount of risk in order to earn a high return isn’t always true. Sometimes we can protect our downside without sacrificing any upsi..
Creating an Income Plan from Investments
October 27, 2016
It’s important to have financial goals when we invest our money. Sometimes we want to invest for the short term. Other times we won’t be touching our principal for a ve..
Investing in an Aging Population
April 1, 2016
A report commissioned by the National Institute on Aging suggests that there are approximately 617 million people aged 65 and older in the world today. These individuals make up 8...
REITs and Affordable Housing
March 25, 2016
Finding affordable housing in the U.S. is becoming more and more difficult as the average price of homes continues to increase. Normally one would expect that popular urban centers..
Investment Lessons from The Big Short
January 2, 2016
The Big Short is a recently released movie about several outsiders in the world of high-finance who predicted the credit and housing bubble collapse of 2007. They decided to take o..
The Value of Dividend Stocks
November 18, 2015
Entrepreneur, investment guru, and television personality Kevin O’Leary says the choppy financial markets in North America shouldn’t cause investors to run away. Instea..
The Richest 1 Percent Owns Half of World’s Wealth
October 21, 2015
A new world’s wealth report released by Credit Suisse Financial Group claims that for the first time in history, the top 1% of the world’s richest now owns 50% of all the wealt..
Managing Expectations for Investment Returns
October 15, 2015
Having reasonable expectations for investment returns can help investors cope with financial turmoil and prevent unnecessary risk. When Investment Returns Are Too Good to be True I..