News

Determining the Value of an Investment: 8 Questions to Ask

When it comes to determining the value of a particular investment, there’s a lot of industry jargon that gets mixed in. You might find yourself amid a sea of financial reports, earnings calls, and a lot of paperwork you don’t understand. This sort of information is...

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Berkshire Hathaway Annual Meeting May 2, 2015

I recently attended Berkshire Hathaway’s Annual Meeting. I collected some notes that I want to share with my readers. In here you’ll find some useful nuggets of information. If you aren’t sure why this matters since it is just one company, Berkshire Hathaway’s Annual...

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What is Crowdfunding?

I’ve spoken before about crowdfunding and how we use it to make real estate deals, but I realized that I’ve never actually explained what crowdfunding is. Crowdfunding is the concept of raising large sums of money by appealing to a large group of people. Typically...

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7 Steps to Financial Security New Book

If you aren’t aware of him, Tony Robbins is my personal favorite life coach. He has written several books about finding happiness and achieving success. You’ve likely seen one or part of his infomercials or talk show appearances. Among his other contributions, Tony...

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Real Estate Can Fund Your Retirement

When we talk about retirement, most people think of saving as much money as they can during their working years. They stock the money away in their investment accounts and hope that by the time they quit working, that money will last them until the end of their lives....

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Bad Pieces of Retirement Advice – Part 2

In my previous post I talked about some bad pieces of retirement advice I hear often. In this post I’m going to list a few more. Hopefully these misconceptions will convince people to start saving and investing as soon as possible. Take advantage of your tax deferred...

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Bad Pieces of Retirement Advice – Part 1

A lot of people we work with are looking for investment vehicles to plan for their retirement. They want to ensure a comfortable life for themselves and their families after their working years. I’m always pleased when a younger person declares the same goal because...

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Why You Need Someone to Manage Your Investments

We often hear about unexperienced investors who tried to manage their own investments and ended up losing everything. Your money is hard-earned and shouldn’t be gambled away by someone who doesn’t know what they’re doing. It makes more sense for the average person to...

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Charlie Munger’s 5 Investing Principles

Charlie Munger is a close friend of Warren Buffet and Vice-Chairman of Berkshire Hathaway. He follows the same tactics of value investing that Buffet does. In the 60s and 70s he ran his own successful fund before becoming part of Buffet’s empire. 1. Read everything...

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Investing for Your Age

As people age, so do their priorities. Many of us want the same things in life: a family, a nice home, a steady paycheck, the occasional night out with our partner, and perhaps a bit of travel. By thinking strategically about our investments and having a sound...

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“Someone's sitting in the shade today because someone planted a tree a long time ago.”  – Warren Buffet Chairman of Berkshire Hathaway from 1979 Letter to Shareholder’s

Interested in Planting Yours Today?