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Emus and Other Risky Fad Investments
In my 40 plus year career I have been a securities broker and an investment advisor representative. Whenever someone found …
The REDDIT Rebellion – Putting the Squeeze on Traditional Capitalism
A group of retail investors banded together last week and took on the Hedge Funds in an act just like …
The Perils of Investing in Real Estate
After much thought I decided to rerun this blog. It is an oldie and an extremely interesting unbelievably true story. …
The Perils of Real Estate Investing Part II
It was later in the year when I wrote about my past real estate investment saga. Since the revelation of …
Damsels in Distress
Recently a young widow was referred to my firm by a CPA. Her name was Maria and she needed money …
What happens to you when you lose your most valuable asset?
Insurance is not a subject anyone wants to talk about. Disability insurance is discussed even less. The reason I am …
Women, Money and the Confidence Gap Part 3
The following is part three of my blog regarding women and finance. And once again, please do not be offended …
Women, Money and Confidence Part 2
In continuance of last week’s blog, Women’s low confidence hurts them in the workplace, financially and in other life achievements. …
Serial Squatters and Serial Evictees
I am a bit late writing about this, but felt compelled to add to the story. From the TV news …
Women, Money and Confidence
Some time ago I was reading an article from Investment Advisor Magazine that discussed a book “The Confidence Code: The …
Your Digital Assets Part 3
The prior two blogs detailed the potential problems and concerns of ignoring your digital assets. This blog provides you bullet …
Your Digital Assets Part 2
The following is a multi-part blog series providing helpful information to protect and pass on your digital assets. Guidance for …