Author Posts

Category 5 Inflation Is At Our Doorsteps

If you’ve been following my blogs, you’ll know that I’ve been sounding the alarm on inflation for a while. Last year, Wall Street and our policymakers wanted to assure us that everything was under control and that inflation wouldn’t get out of hand. A little over a year ago, when I started making noise about […]

Six Senses Coming To Belize

There’s no question that the COVID-19 pandemic has changed the tourism landscape around the world. As the dust settles and the tourism industry adjusts to the new norm, one of the trends emerging from the pandemic is the red-hot demand for social-distanced travel and vacationing.   As we approach the cold winter months in North […]

Backdoor To Tax Savings

Why do investors love Self-Directed Roth IRAs (SDIRAs)? Because they can invest in almost anything they want, including private investments and other alternatives – all tax-free.   Unlike SDIRAs, the knock-on company-sponsored 401(k)s is that:   You can’t invest in the private markets. You can’t invest in anything you want. You’re limited to public mutual […]

Alternatives Now Essential For Every Portfolio

Alternatives Now Essential For Every Portfolio   The high net worth (HNW) and ultrahigh net worth (UHNW) individuals are wealthy because they invest differently than the average individual investor.   Whereas the average investor follows a traditional 60/40 allocation (60% stocks/40% bonds/fixed income) with little to no allocation to alternatives, the wealthy allocate significant portions […]

How Do You Make Investment Decisions?

In his book “Blink: The Power of Thinking Without Thinking,” author Malcolm Gladwell explores the power of the subconscious mind to make snap judgments and to think without thinking. Blink examines what separates great decision-makers from the poor ones.   Why do some people follow their instincts and win while others end up stumbling into error?   The great […]

Belize: Investments Worth Visiting

For sophisticated investors, one of the most important tenets of investing is to invest in something you can touch and feel. That’s why ultra-wealthy investors are drawn to tangible assets like real estate and income-producing businesses.   ​​The right tangible assets not only create a cash flow, but also appreciate over time, provide significant tax benefits, […]

Traditional vs. New Investments

When it comes to investing, sometimes boring is the best course – especially if a particular asset has a solid track record as a proven workhorse. ​​Traditional investments might be boring to the cyber-connected crowd who are constantly chasing the next big thing, but why mess with something that works?   Meme stocks and cryptocurrencies […]