Category Archives: INVESTING ADVICE

The Collapse of the US Economy in 2013? (Or, seeking an investment strategy for the end of the world)

“If things go wrong, don’t go with them.” ~Roger Babson Should we prepare for an economic collapse or toast the recovery? While the stock market hits record highs and the jobs report is the best in years, observers are split … Continue reading

Posted in ECONOMIC TRENDS, INVESTING ADVICE, PERSONAL FINANCES, WEALTH-BUILDING | Tagged , , , , , | Leave a comment

Suitability vs. Fiduciary Standard: Who Should Give Financial Advice?

Real integrity is doing the right thing, knowing that nobody’s going to know whether you did it or not. -Oprah Winfrey Last week, our blog post was about common Money Mistakes that even smart people make. This week we would like … Continue reading

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Money Mistakes: Five Foolish Financial Moves that Even Smart People Make

“Wise men learn by other men’s mistakes.” -Proverb We thought April Fools week is a good time to look at the “foolish” things we do with our money – and how to avoid financial mistakes! Here are ten mistakes that … Continue reading

Posted in COLLEGE PLANNING, GUIDE TO FINANCIAL PEACE, INVESTING ADVICE, PERSONAL FINANCES, RETIREMENT PLANNING, WEALTH-BUILDING | Tagged , , , , | Leave a comment

Roth Vs Traditional 401k’s and IRAs: Should you Convert?

“A bird in the hand is worth two in the bush.” -Cervantes, Don Quixote, Pt. I. Ch. IV Although you won’t find it yet in Webster or Dictionary.com, “Rothify” is a word you’ll be hearing more of in 2013. According … Continue reading

Posted in 401K's & IRA's, ECONOMIC TRENDS, INVESTING ADVICE, RETIREMENT PLANNING, SAVING MONEY, WEALTH-BUILDING | Tagged , , , | Leave a comment

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 | 3 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 , | 2 Comments

Inconvenient Truths about the Stock Market

“The person that is buying a share of stock is convinced he knows something that the other person who’s selling it to him does not know. There’s no zero sum game in Wall Street.” -Bernie Madoff No doubt you’ve heard … Continue reading

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