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Personal Finance & Investment

Selecting a Financial Advisor

Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Advisor (and 5 Do’s)

Many would-be investors don’t understand the basics of Investments 101. In a way, the process of spending a little money to make more money is a lot like magic: $100 goes into the top hat, and with a wave of the wand, $1,000 comes back out. Most of us need a money magician, aka a […]


Mainstream Alternative Investments

Beyond the Fringe: The Evolution of Mainstream Alternative Investments

Mainstream Alternative Investments Defy Tradition It wasn’t too long ago that investments in commodities, real estate or hedge funds were considered somewhat exotic. That may be all about to change if recent surveys prove correct. According to one paper, “Alternatives in the Mainstream,” based on a 2017 survey by InvestmentNews and developed with Blackstone, “Traditionally […]


timeshare ownership

Timeshare Ownership is the Fabulous Getaway You’ll Never Escape

Timeshares are one of those things people love to hate. Sort of like network marketing or President Trump. Lots of bad press, but enough positive aspects and flashy hype that people keep coming back wanting more. But are they really as bad as they seem? Timeshare Ownership: The Frenemy of the Real Estate World While […]


reality tv investing

Swimming in the “Shark Tank”: Is Reality TV Investing the Real Deal?

If you’re an entrepreneur looking for outside capital, chances are you’ve already shed a little bit of metaphorical blood to get what you want during a capital raise. The hope of every burgeoning business builder is that the financial gains received from investors will be enough to stem the hemorrhage of expenses needed to get […]


real estate investments

Evaluating Real Estate Investments by Asset Type

And the Best Real Estate Investment is… One question I am often asked about with regards to real estate is: What is the “best” type of property to invest in? Obviously, there is no right or wrong answer. Your ability to risk the money you invest, the returns you might expect, time horizons, and your […]


Financial Advisors Biases

Understanding your Financial Advisor’s Biases

Bias is Bias, for You and for Them The past several decades have produced countless articles on the topic of “behavioral finance.” But what exactly is behavioral finance? This little-known field examines how people make decisions with their money. It identifies things like patterns of incorrect thinking and predictable mistakes. Most authors writing about behavioral […]


private equity retirement planning

Six Ways Private Equity Can Play a Role in Retirement Plans

Ready for retirement and looking for rollover IRA ideas? Check out these six ways private equity plays an important role in today’s retirement planning.


Digital Currency in Portfolio

Digital Currency in Your Portfolio

Is now the right time for digital currency investment? Here’s what you should consider before allocating money towards Bitcoin.


Dealing With Divorce: Financial Transition

Dealing With Divorce: Financial Transition

The financial transition is understandably overwhelming — especially during a time of personal transformation, such as dealing with divorce or remarriage.


IRA rollover, ira rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

Knowing your IRA rollover rules can minimize unexpected taxes and penalties. Find out why traditional IRA rollovers aren’t as simple as they seem.


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