Investment Strategy

Is This a Buying Opportunity? Of Course, It Is

If you’re a serious investor and you’re wondering what to do with your lazy cash, then stop what you’re doing and listen. Contrary to...

BREAKING: Game Changer for ANNUITIES and Life Insurance

You know it’s no fun getting homework, especially on a Friday. But this is too important to let the weekend go by without thinking...

September 2021 Update: Fidelity Still Number One

In my conversations with you, you ask me why we use Fidelity Investments as our custodian for client accounts. As you know, we have...

Four Letter Word I’m Celebrating this Labor Day

Your Survival Guy wants to share a personal story with you. It’s from a client who’s finally calling it quits. Dr. Lee Payne and...

How Young Investors Get Advice

The WSJ has a must read on how a new generation of investor is getting investment advice. Youtube channels and discord groups run by folk...

PREPARE: Are You Familiar with Power of Attorney?

A power of attorney for a loved one is something you need to have in place ahead of any possible necessity. It should be...

COAL STRIKES: BlackRock the New Kingmaker?

You know that BlackRock's Larry Fink has taken on the role of arbiter of corporate ethics. He's feeding his own EGO. His push to...

FUNDS: These Models Are the Ugly Kind

You have here yet another reason why certain exchange-traded funds and mutual funds are dangerous because MODELS break. That's when things get ugly. Dawn...

New! Super States and Your Island of Freedom

You understand you need food. You also understand food storage is hard. I know it’s a challenge for me. I’m good for about a...

Beware Billionaires Selling Salvation: You Invest, They Win

You know I have been warning you about the big business billionaires who sell ways to save the world, like ESG funds, while really...