Investing
In this video I discuss thoughts on investment risk from Howard Marks of Oaktree Capital:
401K
It is that time again to bring out the old R word, Recession. One of the main messages we convey from our research is that for many people recession is opportunity. If you are able to keep employment going, it is actually usually a good time to acquire assets at a discount. Check out an … Read More “Resilient Portfolio for Recession” »
Investing
Many generations are passing their wealth on to their children. Learn about the top 3 things to consider when managing an inheritance.
Investing
This video summarizes a great article in US News, showing 11 charts that help you visualize why now is the best time to start investing.
Investing
Simple Financial Math At some point during our usually lame financial education path (if one even exists in the U.S.) we start to believe that we are not good at math. I hear this from people all the time (insert sad face). I believe in many cases they did not receive very good math education … Read More “The Road to One Million Dollars (simple financial math)” »
Investing
What are the 3 main tools used to build wealth over time? I call these the “True Wealth Tool Kit”. Watch for a quick overview of things you can start doing today.