I’m making a massive change in my search for my next rental house. I’ve spent the past year searching for another rental house within walking […]
November Was Just Great, and This Has Been a Great Financial Year. Let Me Give You the Highs and The Lows of the Month
It is hard to explain how good the month of November 2024 has been. Not only did the financial markets hit all-time highs, but there […]
Maybe you don’t need to figure out what’s wrong
A few months ago, I interviewed a behavioral economist named Dr. Stephen Wendel on my podcast. He suggested an idea that’s so crazy it might […]
How to Manage Two Successful Businesses (and Why One Wasn’t Enough)
In 2015, we ran a story about Julia Kelly, an entrepreneur who makes a six-figure income as a caricature artist. Where is she now? We […]
“We have two kinds of forecasters: those who don’t know and those who don’t know they don’t know” – John Kenneth Galbraith
I guess you could classify me as one of those forecasters above. I am not sure whether it is the former or the latter, but […]
The Fed is meeting right now. Here’s what it means for real estate (and why most people are missing the point)
A surprising truth: Did you know that when the Federal Reserve raises or lowers its benchmark interest rate, 30-year fixed mortgage rates don’t automatically follow […]
Why Dollar-Cost Averaging Stinks
Conventional wisdom says that you should invest in the market in small bites. This is called “dollar-cost averaging.” Dollar-cost averaging is the philosophy of wading […]
The end of a great quarter and the best Estate planning plan ever…
No two ways about it – the third quarter of 2024 was an excellent quarter. As was the year ended September 30th, when all major […]
The Best Months of The Stock Market Are Coming – Get Ready For Gains!
In the first part of August, I received many phone calls from clients who believed the world was surely coming to an end. I reassured […]
Slow your roll, don’t overthink – the cavalry is on the way!
Since announcing my semi-retirement, I have been reminiscing on my 35-years of investing for clients and my 53-year CPA career. In the beginning, we did […]