Financial Strategy

What The Richest Are Investing In

According to two recent surveys – one by UBS of family offices worldwide (average $1.1B in investable assets) and the other by high-net-worth social network Tiger 21 of its members (average of $100M in investable assets) – the ultra-rich have recently increased their allocations to an asset they have long favored in their portfolios.   What is that asset? […]

Never Invest Privately Without a PPM

Investing in a private company is very different from investing in a public company.   Although public companies are required to disclose vital information about their company to the investing public through a prospectus, Main Street investors ignore these disclosures.   That’s because most Main Street investors aren’t interested in the minute details about the […]


One of the most famous former residents of Belize, (notorious if you ask some people), John McAfee, has been in the news lately regarding his once bold claim back in 2017 that Bitcoin would reach a price of $1 million.   He famously wagered on Twitter that he would eat his own “unprintable body part” […]

Short-Term Investing May Fail You

Did you know that gambling is legal in all 50 states? It’s called the stock market and with people cooped up from the COVID-19 crisis and with casinos, race tracks and live sports suspended, day traders have turned to the stock market for their gambling fix. Warren Buffett has warned against the dangers of speculating […]

The Word On The Street Is Fear

The word on the Street the past couple of days has been “Fear.” Take a look: “Recession fears just hit an 8-year high for the biggest investors on Wall Street.”   “Another day, another reversal in stock fortunes as recession fears grow.”   “Wall Street falls on geopolitical tensions, recession fears.” None of this is […]

Hacker-Proof Investments

2009 was the year Bitcoin launched – marking the year cryptocurrency went mainstream. Without getting into too much technical detail, cryptocurrency was based on blockchain technology that was designed to be safe, secure, and hacker-proof. ​​Since its launch cryptocurrency has been anything but safe, secure, or hacker-proof. Using multi-factor authentication blockchain technology was designed to […]

Raising Savvy Investors

Actions speak louder than words. In no other case is this more apparent than in the raising of kids. No matter what you say to your children it’s your actions that will likely have the most impact. On the subject of the impact of a parent’s actions, I came across an interesting article in The […]