Category Archives: ALTERNATIVE INVESTMENTS

The Life Insurance Commission Shock: Whole Life Commissions vs. Mutual Fund Expenses

“Last week I bought a life insurance retirement policy. All I’ve got to do is keep up the payments for 15 years, then my agent can retire.” How much commission does a life insurance agents make? You might be very … Continue reading

Posted in ALTERNATIVE INVESTMENTS, CASH VALUE INSURANCE, INSURANCE AS AN ASSET, WEALTH-BUILDING, WHOLE LIFE INSURANCE | Tagged , , , , | 5 Comments

Bridge Loans and Hard Money: An Investment Opportunity?

“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.” – Robert G. Allen Two weeks ago, we asked in a post about Alternative Investments:  “If not the stock market, then … Continue reading

Posted in ALTERNATIVE INVESTMENTS, BRIDGE LOAN INVESTMENTS, INVESTING ADVICE, MORTGAGES, REAL ESTATE, WEALTH-BUILDING | Tagged | 4 Comments

Alternative Investments: If Not the Stock Market, then What?

“The individual investor should act consistently as an investor and not as a speculator.” -Benjamin Graham As we saw in our last post, the truth about the stock market has been obscured for too long. Mutual funds and stocks, the … Continue reading

Posted in 401K's & IRA's, ALTERNATIVE INVESTMENTS, BRIDGE LOAN INVESTMENTS, INSURANCE AS AN ASSET, INVESTING ADVICE, LIFE SETTLEMENTS, REAL ESTATE, WEALTH-BUILDING | Tagged , | 3 Comments

Health Savings Accounts: Earn Healthy Financial Returns with an HSA

“Health Savings Accounts (HSAs) are IRAs on steroids.” – Paul Zane Pilzer, economist, author, entrepreneur, professor. This month, we continue to explore health and wealth. Last week, we examined FSAs (or Flexible Spending Accounts/Arrangements), a tax-slashing employee benefit that most … Continue reading

Posted in ALTERNATIVE INVESTMENTS, HEALTH and WEALTH, INSURANCE ADVICE, PERSONAL FINANCES, SAVING MONEY, TAX TIPS | Tagged , , , , | 6 Comments

The Controversy Over Life Settlements

“Death takes no bribes.” – Benjamin Franklin On the surface, the concept of Life Settlements can be a bit shocking at first. Let’s face it, making money on someone else’s natural death sounds like an investment idea cooked up in … Continue reading

Posted in ALTERNATIVE INVESTMENTS, LIFE SETTLEMENTS | Tagged , | 3 Comments

Life Settlements: Why Investors Love Them to Death

“Insurance: An ingenious modern game of chance in which the player is permitted to enjoy the comfortable conviction that he is beating the man who keeps the table.” – Ambrose Bierce, American journalist Insurance is indeed a game of odds. … Continue reading

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Life Settlements introduction video

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Posted in ALTERNATIVE INVESTMENTS, LIFE SETTLEMENTS | Tagged , , | 7 Comments